VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
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% | – |
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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% |