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 | $1,559,728 | +121.3% | 15,096 | +127.2% | 0.04% | +4.7% |
| Q2 2023 | $704,713 | +17.9% | 6,644 | +17.3% | 0.04% | -2.3% |
| Q1 2023 | $597,776 | +7.8% | 5,666 | +10.6% | 0.04% | +2.3% |
| Q4 2022 | $554,500 | +282.4% | 5,124 | +234.7% | 0.04% | +230.8% |
| Q3 2022 | $145,000 | +215.2% | 1,531 | +240.2% | 0.01% | +225.0% |
| Q2 2022 | $46,000 | -9.8% | 450 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $51,000 | +131.8% | 450 | +125.0% | 0.00% | +200.0% |
| Q4 2021 | $22,000 | +4.8% | 200 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $21,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | -82.5% | 200 | -83.2% | 0.00% | -80.0% |
| Q1 2021 | $120,000 | +10.1% | 1,190 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $109,000 | +13.5% | 1,190 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $96,000 | +23.1% | 1,190 | +20.2% | 0.01% | +11.1% |
| Q2 2020 | $78,000 | +11.4% | 990 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $70,000 | – | 990 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Benchmark Wealth Management, LLC | 214,605 | $21,694,000 | 16.09% |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 8,478,748 | $856,453,000 | 15.60% |
| ACT WEALTH MANAGEMENT, LLC | 230,803 | $23,332,000 | 15.06% |
| Ally Financial Inc. | 1,550,000 | $156,688,000 | 14.94% |
| Round Rock Advisors, LLC | 176,516 | $17,844,000 | 14.18% |
| Arlington Partners LLC | 362,244 | $36,619,000 | 13.40% |
| HCR Wealth Advisors | 623,855 | $63,066,000 | 12.47% |
| MARINO, STRAM & ASSOCIATES LLC | 302,531 | $30,583,000 | 11.95% |
| Coco Enterprises, LLC | 120,050 | $12,177,000 | 11.39% |
| Iron Horse Wealth Management, LLC | 143,212 | $14,477,000 | 10.84% |