VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. 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 | $446,135,484 | -6.3% | 4,317,997 | -3.8% | 0.13% | 0.0% |
| Q2 2023 | $476,082,684 | -7.4% | 4,488,382 | -7.9% | 0.13% | -11.5% |
| Q1 2023 | $514,160,928 | -6.6% | 4,873,562 | -4.2% | 0.15% | -10.3% |
| Q4 2022 | $550,351,283 | +34.1% | 5,085,956 | +17.6% | 0.16% | +24.1% |
| Q3 2022 | $410,472,000 | -0.1% | 4,326,227 | +7.1% | 0.13% | +4.7% |
| Q2 2022 | $410,786,000 | -7.7% | 4,039,191 | +1.9% | 0.13% | +11.4% |
| Q1 2022 | $445,039,000 | +7.8% | 3,964,709 | +7.7% | 0.11% | +10.7% |
| Q4 2021 | $412,790,000 | +12.3% | 3,682,009 | +3.6% | 0.10% | +27.2% |
| Q3 2021 | $367,447,000 | -2.8% | 3,555,364 | -1.5% | 0.08% | -2.4% |
| Q2 2021 | $378,030,000 | +3.0% | 3,608,186 | -0.6% | 0.08% | +1.2% |
| Q1 2021 | $366,875,000 | +14.4% | 3,629,201 | +3.5% | 0.08% | +6.5% |
| Q4 2020 | $320,690,000 | +14.5% | 3,505,412 | +1.3% | 0.08% | 0.0% |
| Q3 2020 | $280,090,000 | +6.3% | 3,461,297 | +3.5% | 0.08% | 0.0% |
| Q2 2020 | $263,499,000 | +22.3% | 3,344,945 | +9.8% | 0.08% | +2.7% |
| Q1 2020 | $215,485,000 | -26.6% | 3,046,383 | -3.1% | 0.08% | -5.1% |
| Q4 2019 | $293,687,000 | +8.0% | 3,145,214 | +2.3% | 0.08% | +2.6% |
| Q3 2019 | $271,829,000 | +4.3% | 3,074,575 | +2.7% | 0.08% | +2.7% |
| Q2 2019 | $260,656,000 | +1.7% | 2,994,337 | -0.3% | 0.08% | -1.3% |
| Q1 2019 | $256,326,000 | +9.2% | 3,002,695 | -0.2% | 0.08% | -2.6% |
| Q4 2018 | $234,682,000 | -5.8% | 3,009,229 | +5.2% | 0.08% | +11.4% |
| Q3 2018 | $249,170,000 | -0.6% | 2,861,063 | -5.2% | 0.07% | -5.4% |
| Q2 2018 | $250,595,000 | +0.9% | 3,017,398 | +0.2% | 0.07% | +1.4% |
| Q1 2018 | $248,338,000 | -2.2% | 3,010,528 | +1.5% | 0.07% | 0.0% |
| Q4 2017 | $253,961,000 | -0.5% | 2,965,803 | -5.8% | 0.07% | -7.6% |
| Q3 2017 | $255,232,000 | +1.5% | 3,148,286 | -2.2% | 0.08% | -2.5% |
| Q2 2017 | $251,571,000 | +7.3% | 3,218,663 | +6.6% | 0.08% | +6.6% |
| Q1 2017 | $234,482,000 | -0.5% | 3,019,731 | -2.9% | 0.08% | -8.4% |
| Q4 2016 | $235,733,000 | +5.7% | 3,111,170 | +0.6% | 0.08% | +1.2% |
| Q3 2016 | $223,045,000 | +0.8% | 3,091,839 | -0.1% | 0.08% | -4.7% |
| Q2 2016 | $221,251,000 | +28.1% | 3,096,151 | +23.7% | 0.09% | +24.6% |
| Q1 2016 | $172,736,000 | +6.5% | 2,501,953 | +3.0% | 0.07% | +7.8% |
| Q4 2015 | $162,165,000 | +11.4% | 2,429,440 | +4.6% | 0.06% | +4.9% |
| Q3 2015 | $145,559,000 | +53.8% | 2,323,369 | +65.2% | 0.06% | +69.4% |
| Q2 2015 | $94,672,000 | -50.0% | 1,406,295 | -49.2% | 0.04% | -2.7% |
| Q1 2015 | $189,230,000 | +108.6% | 2,770,572 | +110.0% | 0.04% | +2.8% |
| Q4 2014 | $90,718,000 | +12.3% | 1,319,549 | +8.5% | 0.04% | +5.9% |
| Q3 2014 | $80,769,000 | +10.7% | 1,216,213 | +10.4% | 0.03% | +13.3% |
| Q2 2014 | $72,933,000 | +21.9% | 1,101,805 | +16.0% | 0.03% | +20.0% |
| Q1 2014 | $59,840,000 | -5.3% | 950,105 | -6.5% | 0.02% | -7.4% |
| Q4 2013 | $63,218,000 | +7.0% | 1,016,436 | -1.1% | 0.03% | -3.6% |
| Q3 2013 | $59,097,000 | +4.1% | 1,027,947 | +2.1% | 0.03% | -3.4% |
| Q2 2013 | $56,778,000 | – | 1,007,235 | – | 0.03% | – |
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% |