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 | $7,317,634 | -14.3% | 70,770 | -12.1% | 3.68% | -9.5% |
| Q2 2023 | $8,538,737 | +1.5% | 80,507 | +1.0% | 4.07% | -2.1% |
| Q1 2023 | $8,410,583 | +2.0% | 79,717 | +4.6% | 4.15% | -6.4% |
| Q4 2022 | $8,243,458 | -99.9% | 76,180 | +1.5% | 4.44% | +11.7% |
| Q3 2022 | $7,108,319,000 | +1.0% | 75,043 | +8.4% | 3.97% | +17.3% |
| Q2 2022 | $7,038,591,000 | +91847.6% | 69,209 | +1.5% | 3.39% | -1.9% |
| Q1 2022 | $7,655,000 | +1.4% | 68,202 | +1.2% | 3.45% | +10.3% |
| Q4 2021 | $7,553,000 | +16.6% | 67,372 | +7.5% | 3.13% | +9.7% |
| Q3 2021 | $6,475,000 | -0.5% | 62,655 | +0.9% | 2.85% | +0.6% |
| Q2 2021 | $6,505,000 | +76.5% | 62,093 | +70.3% | 2.84% | +51.9% |
| Q1 2021 | $3,686,000 | +13.6% | 36,469 | +2.9% | 1.87% | +2.1% |
| Q4 2020 | $3,244,000 | – | 35,453 | – | 1.83% | – |
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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% |