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 | $345,399 | -2.6% | 3,343 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $354,592 | +0.5% | 3,343 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $352,687 | -0.9% | 3,343 | +1.6% | 0.00% | 0.0% |
| Q4 2022 | $355,903 | +19.0% | 3,289 | +4.4% | 0.00% | 0.0% |
| Q3 2022 | $299,000 | -16.0% | 3,151 | -9.9% | 0.00% | 0.0% |
| Q2 2022 | $356,000 | -9.2% | 3,498 | +0.1% | 0.00% | 0.0% |
| Q1 2022 | $392,000 | +19.5% | 3,496 | +19.5% | 0.00% | +100.0% |
| Q4 2021 | $328,000 | +8.6% | 2,925 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $302,000 | -1.3% | 2,925 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $306,000 | +3.4% | 2,925 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $296,000 | +10.4% | 2,925 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $268,000 | +6.3% | 2,925 | -6.1% | 0.00% | 0.0% |
| Q3 2020 | $252,000 | +9.6% | 3,115 | +6.5% | 0.00% | 0.0% |
| Q2 2020 | $230,000 | +11.1% | 2,925 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $207,000 | -24.5% | 2,925 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $274,000 | +5.4% | 2,925 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $260,000 | -0.8% | 2,925 | -2.5% | 0.00% | 0.0% |
| Q2 2019 | $262,000 | +1.9% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $257,000 | +7.5% | 3,000 | -2.0% | 0.00% | 0.0% |
| Q4 2018 | $239,000 | -8.4% | 3,061 | +2.0% | 0.00% | 0.0% |
| Q3 2018 | $261,000 | +4.8% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $249,000 | +0.8% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $247,000 | -96.6% | 3,000 | -96.5% | 0.00% | -96.7% |
| Q4 2017 | $7,362,000 | +193.1% | 85,980 | +177.5% | 0.06% | +172.7% |
| Q3 2017 | $2,512,000 | -25.2% | 30,980 | -27.9% | 0.02% | -26.7% |
| Q2 2017 | $3,359,000 | -36.4% | 42,980 | -36.8% | 0.03% | -38.8% |
| Q1 2017 | $5,279,000 | +13.5% | 67,980 | +10.8% | 0.05% | +11.4% |
| Q4 2016 | $4,651,000 | +20.8% | 61,380 | +15.0% | 0.04% | +15.8% |
| Q3 2016 | $3,851,000 | +0.9% | 53,380 | 0.0% | 0.04% | +2.7% |
| Q2 2016 | $3,815,000 | +3.5% | 53,380 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $3,685,000 | -37.5% | 53,380 | -39.6% | 0.04% | -32.7% |
| Q4 2015 | $5,899,000 | +214.9% | 88,380 | +195.7% | 0.06% | +205.6% |
| Q3 2015 | $1,873,000 | -6.9% | 29,890 | 0.0% | 0.02% | +5.9% |
| Q2 2015 | $2,012,000 | -1.4% | 29,890 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $2,041,000 | +772.2% | 29,890 | +779.1% | 0.02% | +750.0% |
| Q4 2014 | $234,000 | +3.5% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $226,000 | +0.4% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $225,000 | +4.7% | 3,400 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $215,000 | – | 3,400 | – | 0.00% | – |
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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% |