VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,365 | -16.0% | 304 | -13.6% | 0.02% | -16.0% |
| Q2 2023 | $37,330 | +1.4% | 352 | +0.9% | 0.02% | -10.7% |
| Q1 2023 | $36,820 | -2.5% | 349 | 0.0% | 0.03% | -9.7% |
| Q4 2022 | $37,765 | +14.4% | 349 | 0.0% | 0.03% | +14.8% |
| Q3 2022 | $33,000 | -5.7% | 349 | 0.0% | 0.03% | -3.6% |
| Q2 2022 | $35,000 | -10.3% | 349 | 0.0% | 0.03% | +16.7% |
| Q1 2022 | $39,000 | -15.2% | 349 | -15.7% | 0.02% | -14.3% |
| Q4 2021 | $46,000 | +7.0% | 414 | 0.0% | 0.03% | -3.4% |
| Q3 2021 | $43,000 | 0.0% | 414 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $43,000 | +2.4% | 414 | 0.0% | 0.03% | -6.5% |
| Q1 2021 | $42,000 | – | 414 | – | 0.03% | – |
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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% |