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 | $430,018 | -2.6% | 4,162 | 0.0% | 0.21% | +0.5% |
Q2 2023 | $441,463 | +81.3% | 4,162 | +80.3% | 0.21% | +60.0% |
Q1 2023 | $243,494 | +4.8% | 2,308 | +7.5% | 0.13% | -5.1% |
Q4 2022 | $232,327 | +15.0% | 2,147 | +0.7% | 0.14% | +6.2% |
Q3 2022 | $202,000 | -6.0% | 2,132 | +0.8% | 0.13% | -2.3% |
Q2 2022 | $215,000 | -9.3% | 2,115 | 0.0% | 0.13% | +0.8% |
Q1 2022 | $237,000 | 0.0% | 2,115 | 0.0% | 0.13% | +5.6% |
Q4 2021 | $237,000 | +8.2% | 2,115 | 0.0% | 0.12% | 0.0% |
Q3 2021 | $219,000 | – | 2,115 | – | 0.12% | – |
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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% |