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 | $36,387,575 | -2.1% | 352,183 | +0.5% | 0.06% | -1.7% |
| Q2 2023 | $37,177,535 | -3.4% | 350,500 | -3.9% | 0.06% | -7.7% |
| Q1 2023 | $38,468,783 | -9.0% | 364,633 | -6.7% | 0.06% | -13.3% |
| Q4 2022 | $42,294,095 | +167.0% | 390,852 | +134.1% | 0.08% | +127.3% |
| Q3 2022 | $15,838,000 | +1.9% | 166,931 | +9.2% | 0.03% | +10.0% |
| Q2 2022 | $15,541,000 | -4.9% | 152,814 | +5.0% | 0.03% | +11.1% |
| Q1 2022 | $16,334,000 | +3.8% | 145,512 | +3.7% | 0.03% | +8.0% |
| Q4 2021 | $15,737,000 | +37.5% | 140,373 | +26.8% | 0.02% | +13.6% |
| Q3 2021 | $11,445,000 | +7.8% | 110,736 | +9.3% | 0.02% | +10.0% |
| Q2 2021 | $10,616,000 | +9.8% | 101,324 | +5.9% | 0.02% | 0.0% |
| Q1 2021 | $9,671,000 | +6.0% | 95,667 | -4.0% | 0.02% | 0.0% |
| Q4 2020 | $9,123,000 | +17.3% | 99,696 | +3.8% | 0.02% | +5.3% |
| Q3 2020 | $7,776,000 | +63.9% | 96,088 | +59.6% | 0.02% | +58.3% |
| Q2 2020 | $4,744,000 | +64.2% | 60,206 | +47.4% | 0.01% | +33.3% |
| Q1 2020 | $2,890,000 | -17.9% | 40,855 | +8.7% | 0.01% | 0.0% |
| Q4 2019 | $3,522,000 | +5.8% | 37,584 | +0.2% | 0.01% | 0.0% |
| Q3 2019 | $3,329,000 | +6.4% | 37,517 | +4.8% | 0.01% | 0.0% |
| Q2 2019 | $3,128,000 | -2.8% | 35,810 | -4.6% | 0.01% | 0.0% |
| Q1 2019 | $3,217,000 | +8.8% | 37,555 | -1.0% | 0.01% | -10.0% |
| Q4 2018 | $2,957,000 | +6.1% | 37,920 | +18.5% | 0.01% | +25.0% |
| Q3 2018 | $2,787,000 | +12.6% | 32,010 | +7.3% | 0.01% | 0.0% |
| Q2 2018 | $2,476,000 | -1.1% | 29,819 | -1.7% | 0.01% | 0.0% |
| Q1 2018 | $2,503,000 | -4.8% | 30,339 | -1.2% | 0.01% | 0.0% |
| Q4 2017 | $2,628,000 | +6.8% | 30,693 | +1.1% | 0.01% | 0.0% |
| Q3 2017 | $2,461,000 | +4.7% | 30,361 | +0.9% | 0.01% | 0.0% |
| Q2 2017 | $2,351,000 | +9.1% | 30,077 | +8.3% | 0.01% | +14.3% |
| Q1 2017 | $2,155,000 | +4.7% | 27,768 | +2.2% | 0.01% | 0.0% |
| Q4 2016 | $2,059,000 | +1.9% | 27,171 | -3.0% | 0.01% | 0.0% |
| Q3 2016 | $2,021,000 | -27.2% | 28,017 | -27.9% | 0.01% | -36.4% |
| Q2 2016 | $2,776,000 | +12.2% | 38,832 | +8.3% | 0.01% | +10.0% |
| Q1 2016 | $2,475,000 | +36.1% | 35,846 | +31.6% | 0.01% | +42.9% |
| Q4 2015 | $1,818,000 | -2.4% | 27,243 | -8.4% | 0.01% | -12.5% |
| Q3 2015 | $1,863,000 | +215.2% | 29,743 | +238.8% | 0.01% | +300.0% |
| Q2 2015 | $591,000 | -3.7% | 8,780 | -2.2% | 0.00% | 0.0% |
| Q1 2015 | $614,000 | +1.2% | 8,982 | +1.8% | 0.00% | 0.0% |
| Q4 2014 | $607,000 | +0.2% | 8,826 | -3.3% | 0.00% | 0.0% |
| Q3 2014 | $606,000 | +9.2% | 9,127 | +9.0% | 0.00% | 0.0% |
| Q2 2014 | $555,000 | +16.4% | 8,373 | +10.8% | 0.00% | 0.0% |
| Q1 2014 | $477,000 | -3.8% | 7,558 | -4.9% | 0.00% | 0.0% |
| Q4 2013 | $496,000 | -14.6% | 7,951 | -21.4% | 0.00% | -33.3% |
| Q3 2013 | $581,000 | +3.9% | 10,114 | +2.1% | 0.00% | 0.0% |
| Q2 2013 | $559,000 | – | 9,908 | – | 0.00% | – |
Download | ||||||
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% |