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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $349,179 | +8.0% | 3,128 | 0.0% | 0.20% | -7.8% |
| Q3 2023 | $323,185 | -5.6% | 3,128 | -3.1% | 0.22% | +5.3% |
| Q2 2023 | $342,394 | +0.5% | 3,228 | 0.0% | 0.21% | -6.7% |
| Q1 2023 | $340,554 | -15.5% | 3,228 | -13.3% | 0.22% | -21.8% |
| Q4 2022 | $402,974 | +31.7% | 3,724 | +15.4% | 0.28% | +22.3% |
| Q3 2022 | $306,000 | -18.6% | 3,228 | -12.7% | 0.23% | -12.1% |
| Q2 2022 | $376,000 | -9.4% | 3,698 | 0.0% | 0.26% | +2.3% |
| Q1 2022 | $415,000 | -0.5% | 3,698 | -0.7% | 0.26% | 0.0% |
| Q4 2021 | $417,000 | – | 3,723 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 214,605 | $21,694,000 | 16.09% |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 8,478,748 | $856,453,000 | 15.60% |
| ACT WEALTH MANAGEMENT, LLC | 230,803 | $23,332,000 | 15.06% |
| Ally Financial Inc. | 1,550,000 | $156,688,000 | 14.94% |
| Round Rock Advisors, LLC | 176,516 | $17,844,000 | 14.18% |
| Arlington Partners LLC | 362,244 | $36,619,000 | 13.40% |
| HCR Wealth Advisors | 623,855 | $63,066,000 | 12.47% |
| MARINO, STRAM & ASSOCIATES LLC | 302,531 | $30,583,000 | 11.95% |
| Coco Enterprises, LLC | 120,050 | $12,177,000 | 11.39% |
| Iron Horse Wealth Management, LLC | 143,212 | $14,477,000 | 10.84% |