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 | $642,798 | -7.1% | 6,221 | -4.6% | 0.12% | -3.3% |
| Q2 2023 | $691,718 | +15.6% | 6,521 | +15.0% | 0.12% | -6.2% |
| Q1 2023 | $598,148 | -5.7% | 5,670 | -3.3% | 0.13% | -5.1% |
| Q4 2022 | $634,284 | +18.3% | 5,862 | +3.7% | 0.14% | -8.1% |
| Q3 2022 | $536,000 | -6.6% | 5,651 | +0.2% | 0.15% | -4.5% |
| Q2 2022 | $574,000 | -25.2% | 5,642 | -17.4% | 0.16% | -21.2% |
| Q1 2022 | $767,000 | – | 6,831 | – | 0.20% | – |
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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% |