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 | $26 | -92.4% | 248 | -92.4% | 0.00% | – |
| Q2 2023 | $344 | +1223.1% | 3,248 | +1209.7% | 0.00% | – |
| Q1 2023 | $26 | -3.7% | 248 | 0.0% | 0.00% | – |
| Q4 2022 | $27 | -99.9% | 248 | 0.0% | 0.00% | – |
| Q3 2022 | $24,000 | -4.0% | 248 | 0.0% | 0.00% | – |
| Q2 2022 | $25,000 | -10.7% | 248 | 0.0% | 0.00% | – |
| Q1 2022 | $28,000 | -50.0% | 248 | -50.0% | 0.00% | – |
| Q4 2021 | $56,000 | +115.4% | 496 | +100.0% | 0.00% | – |
| Q3 2021 | $26,000 | -96.8% | 248 | -96.8% | 0.00% | – |
| Q2 2021 | $817,000 | +4200.0% | 7,796 | +3056.3% | 0.00% | – |
| Q2 2020 | $19,000 | +11.8% | 247 | 0.0% | 0.00% | – |
| Q1 2020 | $17,000 | -99.0% | 247 | -98.8% | 0.00% | -100.0% |
| Q2 2019 | $1,740,000 | +321.3% | 19,918 | +313.2% | 0.00% | – |
| Q1 2019 | $413,000 | +238.5% | 4,820 | +228.8% | 0.00% | – |
| Q2 2018 | $122,000 | +269.7% | 1,466 | +270.2% | 0.00% | – |
| Q1 2018 | $33,000 | +371.4% | 396 | +365.9% | 0.00% | – |
| Q4 2017 | $7,000 | -99.3% | 85 | -99.3% | 0.00% | -100.0% |
| Q3 2017 | $970,000 | +22.2% | 11,965 | +17.7% | 0.00% | 0.0% |
| Q2 2017 | $794,000 | +161.2% | 10,165 | +159.6% | 0.00% | – |
| Q1 2017 | $304,000 | -0.3% | 3,915 | -2.5% | 0.00% | – |
| Q4 2016 | $305,000 | -98.2% | 4,015 | -98.5% | 0.00% | -100.0% |
| Q3 2015 | $16,800,000 | -37.5% | 270,904 | -32.5% | 0.02% | -33.3% |
| Q2 2015 | $26,871,000 | -10.4% | 401,237 | -9.0% | 0.03% | -14.3% |
| Q1 2015 | $29,979,000 | -3.1% | 440,836 | -3.1% | 0.04% | +16.7% |
| Q4 2014 | $30,935,000 | -6.9% | 454,762 | -9.6% | 0.03% | -6.2% |
| Q3 2014 | $33,220,000 | +12.1% | 503,018 | +12.1% | 0.03% | +3.2% |
| Q2 2014 | $29,635,000 | +9.5% | 448,842 | +4.5% | 0.03% | 0.0% |
| Q1 2014 | $27,058,000 | +6.9% | 429,396 | +5.2% | 0.03% | +19.2% |
| Q4 2013 | $25,306,000 | -14.9% | 408,091 | -21.8% | 0.03% | -27.8% |
| Q3 2013 | $29,742,000 | +27.5% | 521,794 | +26.1% | 0.04% | +24.1% |
| Q2 2013 | $23,322,000 | – | 413,728 | – | 0.03% | – |
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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% |