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 | $501,619 | -2.6% | 4,855 | 0.0% | 0.16% | +1.9% |
| Q2 2023 | $514,970 | -2.2% | 4,855 | -2.7% | 0.16% | -6.9% |
| Q1 2023 | $526,656 | +0.2% | 4,992 | +2.8% | 0.17% | -9.9% |
| Q4 2022 | $525,360 | +14.0% | 4,855 | 0.0% | 0.19% | +4.3% |
| Q3 2022 | $461,000 | -6.7% | 4,855 | 0.0% | 0.18% | -3.7% |
| Q2 2022 | $494,000 | -9.4% | 4,855 | 0.0% | 0.19% | +10.4% |
| Q1 2022 | $545,000 | +0.2% | 4,855 | 0.0% | 0.17% | +9.5% |
| Q4 2021 | $544,000 | +8.4% | 4,855 | 0.0% | 0.16% | +2.6% |
| Q3 2021 | $502,000 | -1.4% | 4,855 | 0.0% | 0.15% | +2.7% |
| Q2 2021 | $509,000 | +1.4% | 4,855 | -2.2% | 0.15% | -3.8% |
| Q1 2021 | $502,000 | +13.1% | 4,963 | +2.2% | 0.16% | +9.1% |
| Q4 2020 | $444,000 | +13.0% | 4,855 | 0.0% | 0.14% | -2.1% |
| Q3 2020 | $393,000 | +2.9% | 4,855 | 0.0% | 0.15% | -6.4% |
| Q2 2020 | $382,000 | +11.4% | 4,855 | 0.0% | 0.16% | -5.5% |
| Q1 2020 | $343,000 | -24.6% | 4,855 | 0.0% | 0.16% | -9.3% |
| Q4 2019 | $455,000 | +5.6% | 4,855 | 0.0% | 0.18% | -5.7% |
| Q3 2019 | $431,000 | +1.7% | 4,855 | 0.0% | 0.19% | +2.7% |
| Q2 2019 | $424,000 | +1.9% | 4,855 | 0.0% | 0.19% | -8.7% |
| Q1 2019 | $416,000 | +9.8% | 4,855 | 0.0% | 0.21% | +6.7% |
| Q4 2018 | $379,000 | -10.4% | 4,855 | 0.0% | 0.19% | +4.9% |
| Q3 2018 | $423,000 | +5.0% | 4,855 | 0.0% | 0.18% | -1.6% |
| Q2 2018 | $403,000 | +0.8% | 4,855 | 0.0% | 0.19% | +1.1% |
| Q1 2018 | $400,000 | -3.8% | 4,855 | 0.0% | 0.18% | -4.6% |
| Q4 2017 | $416,000 | +5.6% | 4,855 | 0.0% | 0.19% | -0.5% |
| Q3 2017 | $394,000 | +4.0% | 4,855 | 0.0% | 0.20% | -2.0% |
| Q2 2017 | $379,000 | +0.5% | 4,855 | 0.0% | 0.20% | -7.0% |
| Q1 2017 | $377,000 | +2.4% | 4,855 | 0.0% | 0.21% | -1.8% |
| Q4 2016 | $368,000 | +5.1% | 4,855 | 0.0% | 0.22% | +7.9% |
| Q3 2016 | $350,000 | +0.9% | 4,855 | 0.0% | 0.20% | -4.3% |
| Q2 2016 | $347,000 | +3.6% | 4,855 | 0.0% | 0.21% | +2.9% |
| Q1 2016 | $335,000 | +3.4% | 4,855 | 0.0% | 0.20% | -1.4% |
| Q4 2015 | $324,000 | +6.6% | 4,855 | 0.0% | 0.21% | +4.5% |
| Q3 2015 | $304,000 | -7.0% | 4,855 | 0.0% | 0.20% | +0.5% |
| Q2 2015 | $327,000 | -1.5% | 4,855 | 0.0% | 0.20% | -16.8% |
| Q1 2015 | $332,000 | -0.6% | 4,855 | 0.0% | 0.24% | -2.1% |
| Q4 2014 | $334,000 | +3.7% | 4,855 | 0.0% | 0.24% | -1.2% |
| Q3 2014 | $322,000 | 0.0% | 4,855 | 0.0% | 0.25% | +2.5% |
| Q2 2014 | $322,000 | +5.2% | 4,855 | 0.0% | 0.24% | -0.8% |
| Q1 2014 | $306,000 | +1.0% | 4,855 | 0.0% | 0.24% | +0.4% |
| Q4 2013 | $303,000 | +8.6% | 4,855 | 0.0% | 0.24% | +0.8% |
| Q3 2013 | $279,000 | -2.4% | 4,855 | 0.0% | 0.24% | -4.8% |
| Q2 2013 | $286,000 | – | 4,855 | – | 0.25% | – |
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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% |