VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,322,550 | -2.5% | 12,801 | +0.1% | 0.74% | -2.9% |
| Q2 2023 | $1,356,730 | +2.2% | 12,791 | +1.7% | 0.76% | -4.7% |
| Q1 2023 | $1,327,311 | -2.4% | 12,581 | +0.1% | 0.79% | -9.6% |
| Q4 2022 | $1,360,425 | +14.1% | 12,572 | +0.1% | 0.88% | +5.1% |
| Q3 2022 | $1,192,000 | -6.6% | 12,561 | +0.1% | 0.84% | -8.1% |
| Q2 2022 | $1,276,000 | -33.5% | 12,551 | -26.6% | 0.91% | -32.4% |
| Q1 2022 | $1,920,000 | +0.7% | 17,098 | +0.6% | 1.34% | +3.2% |
| Q4 2021 | $1,906,000 | +8.5% | 17,003 | +0.1% | 1.30% | +105.8% |
| Q3 2021 | $1,756,000 | +22.7% | 16,993 | +23.7% | 0.63% | +7.5% |
| Q2 2021 | $1,431,000 | +7.8% | 13,732 | +4.6% | 0.59% | -19.1% |
| Q1 2021 | $1,328,000 | +13.8% | 13,130 | +3.0% | 0.73% | -2.3% |
| Q4 2020 | $1,167,000 | – | 12,748 | – | 0.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 8,903,134 | $700,953,000 | 14.78% |
| Arlington Partners LLC | 284,696 | $22,428,000 | 12.60% |
| Asset Allocation & Management Company, LLC | 320,490 | $25,248,000 | 12.30% |
| MARINO, STRAM & ASSOCIATES LLC | 226,262 | $17,861,000 | 10.63% |
| Benchmark Wealth Management, LLC | 157,813 | $12,433,000 | 10.60% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,136,959 | $168,350,000 | 10.23% |
| Edge Capital Group, LLC | 1,156,265 | $91,091,000 | 9.53% |
| Measured Wealth Private Client Group, LLC | 187,256 | $14,752,000 | 8.61% |
| Berkeley Capital Partners, LLC | 169,250 | $13,333,000 | 8.21% |
| HCR Wealth Advisors | 421,414 | $33,092,000 | 7.76% |