VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |