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 | $4,755,086 | -2.9% | 46,023 | -0.3% | 0.06% | +5.5% |
Q2 2023 | $4,896,964 | -0.4% | 46,167 | -1.0% | 0.06% | -6.8% |
Q1 2023 | $4,918,262 | -3.8% | 46,619 | -1.3% | 0.06% | -6.3% |
Q4 2022 | $5,110,111 | +20.2% | 47,224 | +5.4% | 0.06% | +8.6% |
Q3 2022 | $4,250,000 | -5.6% | 44,789 | +1.1% | 0.06% | -1.7% |
Q2 2022 | $4,504,000 | +3.4% | 44,284 | +14.2% | 0.06% | +18.0% |
Q1 2022 | $4,354,000 | +4.5% | 38,787 | +4.4% | 0.05% | +11.1% |
Q4 2021 | $4,165,000 | +15.0% | 37,155 | +6.0% | 0.04% | +4.7% |
Q3 2021 | $3,623,000 | -51.2% | 35,053 | -10.5% | 0.04% | -2.3% |
Q2 2021 | $7,426,000 | +97.1% | 39,151 | +5.0% | 0.04% | -8.3% |
Q1 2021 | $3,768,000 | +224.3% | 37,278 | +193.6% | 0.05% | +200.0% |
Q4 2020 | $1,162,000 | +5.9% | 12,695 | -6.3% | 0.02% | -5.9% |
Q3 2020 | $1,097,000 | -12.3% | 13,555 | -14.7% | 0.02% | -19.0% |
Q2 2020 | $1,251,000 | +8.6% | 15,883 | -2.5% | 0.02% | -8.7% |
Q1 2020 | $1,152,000 | -26.4% | 16,283 | -2.5% | 0.02% | -8.0% |
Q4 2019 | $1,565,000 | +44.2% | 16,700 | +36.6% | 0.02% | +31.6% |
Q3 2019 | $1,085,000 | +1.5% | 12,229 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $1,069,000 | +5.5% | 12,229 | +3.4% | 0.02% | 0.0% |
Q1 2019 | $1,013,000 | +10.3% | 11,829 | +0.5% | 0.02% | -5.0% |
Q4 2018 | $918,000 | -10.4% | 11,767 | 0.0% | 0.02% | +5.3% |
Q3 2018 | $1,025,000 | +1.0% | 11,767 | -3.7% | 0.02% | -5.0% |
Q2 2018 | $1,015,000 | -2.1% | 12,217 | -2.9% | 0.02% | -4.8% |
Q1 2018 | $1,037,000 | -10.0% | 12,577 | -6.5% | 0.02% | -8.7% |
Q4 2017 | $1,152,000 | +5.6% | 13,452 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $1,091,000 | +1.9% | 13,452 | -1.8% | 0.02% | 0.0% |
Q2 2017 | $1,071,000 | +0.7% | 13,700 | 0.0% | 0.02% | -4.2% |
Q1 2017 | $1,064,000 | -45.3% | 13,700 | -46.6% | 0.02% | -48.9% |
Q4 2016 | $1,944,000 | +129.0% | 25,657 | +118.0% | 0.05% | +123.8% |
Q3 2016 | $849,000 | +1.0% | 11,767 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $841,000 | +3.6% | 11,767 | 0.0% | 0.02% | 0.0% |
Q1 2016 | $812,000 | +3.4% | 11,767 | 0.0% | 0.02% | 0.0% |
Q4 2015 | $785,000 | +5.8% | 11,767 | -0.7% | 0.02% | -4.5% |
Q3 2015 | $742,000 | -7.0% | 11,851 | 0.0% | 0.02% | 0.0% |
Q2 2015 | $798,000 | -1.4% | 11,851 | 0.0% | 0.02% | 0.0% |
Q1 2015 | $809,000 | -0.7% | 11,851 | 0.0% | 0.02% | -4.3% |
Q4 2014 | $815,000 | +4.4% | 11,851 | +0.7% | 0.02% | 0.0% |
Q3 2014 | $781,000 | +0.1% | 11,767 | 0.0% | 0.02% | 0.0% |
Q2 2014 | $780,000 | +5.0% | 11,767 | 0.0% | 0.02% | 0.0% |
Q1 2014 | $743,000 | +1.4% | 11,767 | 0.0% | 0.02% | +9.5% |
Q4 2013 | $733,000 | – | 11,767 | – | 0.02% | – |
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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% |