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 | $485,141 | -20.4% | 4,696 | -18.3% | 0.27% | -18.7% |
| Q2 2023 | $609,523 | +3.1% | 5,746 | +2.5% | 0.33% | +19.1% |
| Q1 2023 | $591,478 | -2.5% | 5,606 | 0.0% | 0.28% | -25.5% |
| Q4 2022 | $606,671 | +14.3% | 5,606 | +0.2% | 0.37% | +21.5% |
| Q3 2022 | $531,000 | -6.5% | 5,597 | +0.2% | 0.31% | +2.7% |
| Q2 2022 | $568,000 | +11.2% | 5,588 | +22.7% | 0.30% | +21.5% |
| Q1 2022 | $511,000 | 0.0% | 4,554 | 0.0% | 0.25% | -20.1% |
| Q4 2021 | $511,000 | – | 4,554 | – | 0.31% | – |
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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% |