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 | $6,499,781 | +2.8% | 62,909 | +5.5% | 3.88% | +3.3% |
| Q2 2023 | $6,325,272 | +5.9% | 59,633 | +5.3% | 3.75% | -1.8% |
| Q1 2023 | $5,972,250 | +1.6% | 56,609 | +4.2% | 3.82% | -5.4% |
| Q4 2022 | $5,879,590 | +19.8% | 54,335 | +5.1% | 4.04% | +8.1% |
| Q3 2022 | $4,906,000 | -6.5% | 51,711 | +0.3% | 3.74% | -1.9% |
| Q2 2022 | $5,246,000 | -6.1% | 51,579 | +3.6% | 3.81% | +8.6% |
| Q1 2022 | $5,589,000 | +3.8% | 49,795 | +3.7% | 3.51% | +2.3% |
| Q4 2021 | $5,382,000 | +16.2% | 48,007 | +7.1% | 3.43% | +4.8% |
| Q3 2021 | $4,633,000 | +0.8% | 44,825 | +2.2% | 3.27% | -1.3% |
| Q2 2021 | $4,594,000 | +34.1% | 43,847 | +29.3% | 3.31% | +7.4% |
| Q1 2021 | $3,427,000 | +24.3% | 33,905 | +12.6% | 3.08% | +13.3% |
| Q4 2020 | $2,756,000 | – | 30,121 | – | 2.72% | – |
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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% |