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 | $3,330,286 | -3.9% | 32,233 | -1.3% | 0.29% | -3.7% |
| Q2 2023 | $3,465,238 | +4.2% | 32,669 | +3.7% | 0.30% | -2.6% |
| Q1 2023 | $3,324,099 | -1.8% | 31,508 | +0.7% | 0.30% | -7.6% |
| Q4 2022 | $3,384,889 | +14.3% | 31,281 | +0.2% | 0.33% | +5.4% |
| Q3 2022 | $2,962,000 | -10.8% | 31,218 | -4.4% | 0.31% | -12.1% |
| Q2 2022 | $3,319,000 | -7.6% | 32,639 | +2.0% | 0.36% | -4.8% |
| Q1 2022 | $3,593,000 | +5.8% | 32,011 | +5.7% | 0.37% | +8.7% |
| Q4 2021 | $3,396,000 | +12.2% | 30,288 | +3.4% | 0.34% | +1.8% |
| Q3 2021 | $3,028,000 | +2.8% | 29,298 | +4.2% | 0.34% | -2.0% |
| Q2 2021 | $2,945,000 | +71.9% | 28,113 | +65.9% | 0.34% | +48.1% |
| Q1 2021 | $1,713,000 | +239.2% | 16,943 | +206.8% | 0.23% | +210.7% |
| Q4 2020 | $505,000 | – | 5,523 | – | 0.08% | – |
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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% |