VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,428,979 | -6.1% | 90,768 | -4.8% | 0.77% | -3.8% |
| Q2 2023 | $10,040,218 | -5.2% | 95,394 | -6.0% | 0.80% | -8.4% |
| Q1 2023 | $10,590,319 | -9.8% | 101,469 | -6.4% | 0.87% | -14.9% |
| Q4 2022 | $11,735,265 | +6.3% | 108,449 | -5.4% | 1.02% | -3.0% |
| Q3 2022 | $11,035,000 | -9.7% | 114,620 | -4.3% | 1.06% | -6.9% |
| Q2 2022 | $12,225,000 | -9.8% | 119,754 | +0.5% | 1.13% | -3.7% |
| Q1 2022 | $13,558,000 | – | 119,117 | – | 1.18% | – |
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% |