VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $759,679 | -1.9% | 7,353 | +0.8% | 0.47% | -0.2% |
| Q2 2023 | $774,065 | -1.4% | 7,298 | -1.9% | 0.47% | -15.5% |
| Q1 2023 | $785,203 | -5.7% | 7,443 | -3.3% | 0.56% | -23.6% |
| Q4 2022 | $832,750 | +11.8% | 7,696 | -1.9% | 0.73% | +22.6% |
| Q3 2022 | $745,000 | -6.6% | 7,848 | 0.0% | 0.59% | -12.2% |
| Q2 2022 | $798,000 | -9.6% | 7,848 | -0.2% | 0.67% | +22.5% |
| Q1 2022 | $883,000 | -4.7% | 7,865 | -4.9% | 0.55% | +10.7% |
| Q4 2021 | $927,000 | +8.4% | 8,271 | +0.0% | 0.50% | +3.5% |
| Q3 2021 | $855,000 | -2.6% | 8,270 | -1.3% | 0.48% | -0.8% |
| Q2 2021 | $878,000 | -4.0% | 8,383 | -7.4% | 0.48% | -17.5% |
| Q1 2021 | $915,000 | +10.0% | 9,049 | -0.5% | 0.59% | +10.3% |
| Q4 2020 | $832,000 | – | 9,097 | – | 0.53% | – |
Download | ||||||
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% |