VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $487,670 | -12.2% | 4,720 | -9.8% | 0.60% | +7.1% |
| Q2 2023 | $555,276 | -2.4% | 5,235 | -2.9% | 0.56% | -2.1% |
| Q1 2023 | $568,856 | -79.7% | 5,392 | -79.2% | 0.58% | -73.5% |
| Q4 2022 | $2,808,482 | +2765.8% | 25,954 | +2414.9% | 2.17% | +2682.1% |
| Q3 2022 | $98,000 | -8.4% | 1,032 | -1.9% | 0.08% | -2.5% |
| Q2 2022 | $107,000 | -21.9% | 1,052 | -14.1% | 0.08% | -11.1% |
| Q1 2022 | $137,000 | -3.5% | 1,224 | -3.4% | 0.09% | +3.4% |
| Q4 2021 | $142,000 | -58.8% | 1,267 | -62.0% | 0.09% | -60.3% |
| Q3 2021 | $345,000 | -69.2% | 3,334 | -68.8% | 0.22% | -68.4% |
| Q2 2021 | $1,120,000 | +147.2% | 10,691 | +138.7% | 0.69% | +135.4% |
| Q1 2021 | $453,000 | +45200.0% | 4,478 | +44680.0% | 0.29% | +29300.0% |
| Q4 2020 | $1,000 | – | 10 | – | 0.00% | – |
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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% |