VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,253,507 | -3.6% | 137,955 | -1.0% | 0.29% | -1.7% |
| Q2 2023 | $14,782,510 | +2.2% | 139,365 | +1.7% | 0.29% | -3.9% |
| Q1 2023 | $14,463,191 | -3.6% | 137,091 | -1.1% | 0.30% | -10.3% |
| Q4 2022 | $15,000,827 | +28.4% | 138,627 | +12.6% | 0.34% | +17.7% |
| Q3 2022 | $11,683,000 | +7.0% | 123,135 | +14.7% | 0.29% | +12.5% |
| Q2 2022 | $10,921,000 | -3.8% | 107,386 | +6.2% | 0.26% | +9.4% |
| Q1 2022 | $11,347,000 | +3.3% | 101,085 | +3.2% | 0.23% | +5.9% |
| Q4 2021 | $10,982,000 | +9.5% | 97,962 | +1.0% | 0.22% | +0.5% |
| Q3 2021 | $10,029,000 | +0.2% | 97,032 | +1.5% | 0.22% | +2.3% |
| Q2 2021 | $10,010,000 | +1.4% | 95,551 | -2.1% | 0.22% | -11.9% |
| Q1 2021 | $9,872,000 | +14.4% | 97,650 | +3.5% | 0.24% | +7.0% |
| Q4 2020 | $8,633,000 | +4.3% | 94,346 | -7.7% | 0.23% | -7.3% |
| Q3 2020 | $8,275,000 | +0.4% | 102,240 | -2.3% | 0.25% | -6.5% |
| Q2 2020 | $8,241,000 | +17.2% | 104,603 | +5.2% | 0.26% | -0.4% |
| Q1 2020 | $7,033,000 | -25.4% | 99,397 | -1.2% | 0.26% | -13.4% |
| Q4 2019 | $9,428,000 | +6.6% | 100,611 | +1.0% | 0.30% | -6.4% |
| Q3 2019 | $8,842,000 | +7.6% | 99,642 | +5.9% | 0.33% | +2.2% |
| Q2 2019 | $8,218,000 | +3.9% | 94,049 | +1.9% | 0.32% | -2.7% |
| Q1 2019 | $7,906,000 | +15.3% | 92,294 | +5.0% | 0.33% | +4.1% |
| Q4 2018 | $6,856,000 | -7.4% | 87,906 | +3.4% | 0.32% | +25.5% |
| Q3 2018 | $7,405,000 | +15.5% | 85,029 | +10.1% | 0.25% | +6.8% |
| Q2 2018 | $6,412,000 | +1.4% | 77,207 | +0.7% | 0.24% | +0.9% |
| Q1 2018 | $6,326,000 | -45.4% | 76,689 | -43.4% | 0.23% | -34.0% |
| Q4 2017 | $11,593,000 | +127.6% | 135,377 | +115.4% | 0.35% | +65.0% |
| Q3 2017 | $5,094,000 | +9.2% | 62,838 | +5.3% | 0.21% | -2.3% |
| Q2 2017 | $4,666,000 | -0.8% | 59,695 | -1.5% | 0.22% | -9.5% |
| Q1 2017 | $4,706,000 | -2.1% | 60,609 | -4.5% | 0.24% | -8.3% |
| Q4 2016 | $4,808,000 | +15.4% | 63,448 | +9.8% | 0.26% | +12.3% |
| Q3 2016 | $4,167,000 | +10.9% | 57,768 | +9.9% | 0.24% | +5.9% |
| Q2 2016 | $3,757,000 | +14.3% | 52,578 | +10.4% | 0.22% | -3.9% |
| Q1 2016 | $3,288,000 | +18.9% | 47,629 | +9.0% | 0.23% | +6.9% |
| Q4 2015 | $2,766,000 | +172.2% | 43,704 | +173.0% | 0.22% | +176.9% |
| Q3 2015 | $1,016,000 | -5.6% | 16,009 | +2.2% | 0.08% | -2.5% |
| Q2 2015 | $1,076,000 | +16.7% | 15,658 | +16.0% | 0.08% | +6.7% |
| Q1 2015 | $922,000 | +13.3% | 13,499 | +14.1% | 0.08% | +5.6% |
| Q4 2014 | $814,000 | +7.5% | 11,834 | +3.8% | 0.07% | -1.4% |
| Q3 2014 | $757,000 | -2.1% | 11,399 | -2.2% | 0.07% | -10.0% |
| Q2 2014 | $773,000 | +14.9% | 11,654 | +9.4% | 0.08% | -14.0% |
| Q1 2014 | $673,000 | +46.9% | 10,657 | +45.3% | 0.09% | +34.8% |
| Q4 2013 | $458,000 | – | 7,334 | – | 0.07% | – |
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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% |