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 | $107,116,170 | -1.3% | 1,036,742 | +1.3% | 0.09% | 0.0% |
| Q2 2023 | $108,507,121 | +6.4% | 1,022,977 | +5.8% | 0.09% | +3.4% |
| Q1 2023 | $102,006,694 | +0.1% | 966,888 | +2.7% | 0.09% | -9.2% |
| Q4 2022 | $101,865,966 | +12.5% | 941,373 | -1.3% | 0.10% | +3.2% |
| Q3 2022 | $90,520,000 | +0.7% | 954,052 | +8.0% | 0.10% | +8.0% |
| Q2 2022 | $89,877,000 | -8.7% | 883,744 | +0.8% | 0.09% | +2.3% |
| Q1 2022 | $98,457,000 | +1.4% | 877,124 | +1.3% | 0.09% | +7.5% |
| Q4 2021 | $97,061,000 | +10.2% | 865,750 | +1.6% | 0.08% | -1.2% |
| Q3 2021 | $88,092,000 | -6.0% | 852,372 | -4.7% | 0.08% | -4.7% |
| Q2 2021 | $93,739,000 | +3.2% | 894,712 | -0.4% | 0.08% | -3.4% |
| Q1 2021 | $90,815,000 | +10.9% | 898,374 | +0.4% | 0.09% | +6.0% |
| Q4 2020 | $81,885,000 | +21.7% | 894,813 | +7.6% | 0.08% | 0.0% |
| Q3 2020 | $67,282,000 | -2.0% | 831,348 | -4.6% | 0.08% | -8.8% |
| Q2 2020 | $68,658,000 | +17.0% | 871,507 | +5.1% | 0.09% | +23.0% |
| Q1 2020 | $58,675,000 | -8.4% | 829,336 | +21.4% | 0.07% | +17.5% |
| Q4 2019 | $64,033,000 | +13.7% | 683,313 | +7.6% | 0.06% | +12.5% |
| Q3 2019 | $56,325,000 | -3.7% | 634,781 | -5.2% | 0.06% | -1.8% |
| Q2 2019 | $58,502,000 | +6.8% | 669,511 | +4.7% | 0.06% | +3.6% |
| Q1 2019 | $54,775,000 | +10.0% | 639,454 | +0.1% | 0.06% | 0.0% |
| Q4 2018 | $49,799,000 | -4.5% | 638,534 | +6.7% | 0.06% | +12.2% |
| Q3 2018 | $52,128,000 | +22.6% | 598,547 | +16.9% | 0.05% | +16.7% |
| Q2 2018 | $42,524,000 | +7.6% | 512,027 | +6.9% | 0.04% | +7.7% |
| Q1 2018 | $39,507,000 | -3.8% | 478,908 | -0.1% | 0.04% | -2.5% |
| Q4 2017 | $41,057,000 | +20.4% | 479,481 | +14.0% | 0.04% | +14.3% |
| Q3 2017 | $34,094,000 | +18.1% | 420,522 | +13.8% | 0.04% | +12.9% |
| Q2 2017 | $28,880,000 | -1.5% | 369,487 | -2.1% | 0.03% | -3.1% |
| Q1 2017 | $29,307,000 | +18.9% | 377,427 | +16.0% | 0.03% | +14.3% |
| Q4 2016 | $24,649,000 | +3.5% | 325,319 | -1.5% | 0.03% | 0.0% |
| Q3 2016 | $23,816,000 | -7.5% | 330,143 | -8.4% | 0.03% | -6.7% |
| Q2 2016 | $25,746,000 | +2.8% | 360,283 | -0.7% | 0.03% | +3.4% |
| Q1 2016 | $25,043,000 | +98.8% | 362,727 | +92.2% | 0.03% | +93.3% |
| Q4 2015 | $12,594,000 | +7.1% | 188,683 | +0.5% | 0.02% | +7.1% |
| Q3 2015 | $11,760,000 | -13.8% | 187,723 | -7.4% | 0.01% | -6.7% |
| Q2 2015 | $13,648,000 | +5.6% | 202,724 | +7.1% | 0.02% | +7.1% |
| Q1 2015 | $12,927,000 | +51.3% | 189,286 | +52.3% | 0.01% | +55.6% |
| Q4 2014 | $8,546,000 | +0.5% | 124,301 | -2.9% | 0.01% | -10.0% |
| Q3 2014 | $8,504,000 | +23.4% | 128,042 | +23.2% | 0.01% | +11.1% |
| Q2 2014 | $6,890,000 | +2.7% | 103,910 | -2.2% | 0.01% | 0.0% |
| Q1 2014 | $6,707,000 | +6.4% | 106,240 | +5.0% | 0.01% | +12.5% |
| Q4 2013 | $6,303,000 | +0.3% | 101,136 | -7.5% | 0.01% | -11.1% |
| Q3 2013 | $6,287,000 | +2.2% | 109,354 | +0.2% | 0.01% | 0.0% |
| Q2 2013 | $6,151,000 | – | 109,131 | – | 0.01% | – |
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% |