VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $540,880 | -5.1% | 5,235 | -2.6% | 0.51% | +22.0% |
| Q2 2023 | $570,126 | -2.2% | 5,375 | -2.7% | 0.42% | -13.6% |
| Q1 2023 | $582,888 | -25.1% | 5,525 | -23.2% | 0.48% | -39.2% |
| Q4 2022 | $778,138 | +11.3% | 7,191 | -2.4% | 0.80% | +1.7% |
| Q3 2022 | $699,000 | -20.2% | 7,366 | -14.5% | 0.78% | -20.6% |
| Q2 2022 | $876,000 | -9.4% | 8,616 | 0.0% | 0.99% | +21.9% |
| Q1 2022 | $967,000 | +0.1% | 8,616 | 0.0% | 0.81% | +16.9% |
| Q4 2021 | $966,000 | -1.1% | 8,616 | -8.8% | 0.69% | -8.3% |
| Q3 2021 | $977,000 | -7.8% | 9,450 | -6.6% | 0.76% | -18.3% |
| Q2 2021 | $1,060,000 | -13.7% | 10,122 | -16.7% | 0.93% | -21.6% |
| Q1 2021 | $1,228,000 | +14.8% | 12,147 | +3.8% | 1.18% | +2.3% |
| Q4 2020 | $1,070,000 | – | 11,697 | – | 1.15% | – |
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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% |