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 | $1,397,738 | -2.7% | 13,738 | +1.4% | 0.77% | +4.0% |
| Q2 2023 | $1,436,682 | +2.9% | 13,545 | +2.4% | 0.74% | -0.5% |
| Q1 2023 | $1,395,539 | -2.2% | 13,228 | +0.3% | 0.74% | +0.1% |
| Q4 2022 | $1,427,279 | +10.8% | 13,190 | -2.8% | 0.74% | +12.2% |
| Q3 2022 | $1,288,000 | -6.4% | 13,572 | +0.3% | 0.66% | -7.1% |
| Q2 2022 | $1,376,000 | -1.5% | 13,531 | +8.7% | 0.71% | +1.3% |
| Q1 2022 | $1,397,000 | -4.7% | 12,448 | -4.8% | 0.70% | +1.0% |
| Q4 2021 | $1,466,000 | +13.6% | 13,074 | +4.7% | 0.70% | +4.0% |
| Q3 2021 | $1,291,000 | -1.1% | 12,490 | +0.2% | 0.67% | -4.4% |
| Q2 2021 | $1,305,000 | +15.0% | 12,460 | +11.0% | 0.70% | +6.7% |
| Q1 2021 | $1,135,000 | +22.8% | 11,226 | -1.7% | 0.66% | +6.5% |
| Q3 2020 | $924,000 | +10.7% | 11,421 | +7.8% | 0.62% | +6.6% |
| Q2 2020 | $835,000 | +11.3% | 10,596 | 0.0% | 0.58% | -5.5% |
| Q1 2020 | $750,000 | +56.9% | 10,596 | +107.8% | 0.61% | +111.7% |
| Q4 2019 | $478,000 | +1.7% | 5,100 | -3.8% | 0.29% | -3.3% |
| Q3 2019 | $470,000 | +1.5% | 5,300 | 0.0% | 0.30% | -3.8% |
| Q2 2019 | $463,000 | -1.3% | 5,300 | -3.2% | 0.31% | -4.9% |
| Q1 2019 | $469,000 | +5.9% | 5,475 | -3.5% | 0.33% | -9.4% |
| Q4 2018 | $443,000 | +14.8% | 5,675 | +28.0% | 0.36% | +34.6% |
| Q3 2018 | $386,000 | +4.9% | 4,432 | 0.0% | 0.27% | -0.4% |
| Q2 2018 | $368,000 | +0.5% | 4,432 | 0.0% | 0.27% | -0.4% |
| Q1 2018 | $366,000 | -3.7% | 4,432 | 0.0% | 0.27% | +0.4% |
| Q4 2017 | $380,000 | -10.4% | 4,432 | -15.3% | 0.27% | -13.5% |
| Q3 2017 | $424,000 | +3.7% | 5,232 | 0.0% | 0.31% | +10.6% |
| Q2 2017 | $409,000 | -52.0% | 5,232 | -52.9% | 0.28% | -7.5% |
| Q1 2017 | $852,000 | +91.0% | 11,114 | +88.9% | 0.30% | -7.6% |
| Q4 2016 | $446,000 | +19.9% | 5,882 | +14.2% | 0.33% | +17.0% |
| Q3 2016 | $372,000 | -4.4% | 5,150 | -5.5% | 0.28% | -6.9% |
| Q2 2016 | $389,000 | -0.3% | 5,450 | -3.5% | 0.30% | -6.8% |
| Q1 2016 | $390,000 | +1.6% | 5,650 | -1.7% | 0.32% | +0.9% |
| Q4 2015 | $384,000 | +6.7% | 5,750 | 0.0% | 0.32% | -0.6% |
| Q3 2015 | $360,000 | -1.1% | 5,750 | +6.5% | 0.32% | +3.8% |
| Q2 2015 | $364,000 | +15.9% | 5,400 | +17.4% | 0.31% | +20.9% |
| Q1 2015 | $314,000 | -4.8% | 4,600 | -4.2% | 0.26% | -9.5% |
| Q4 2014 | $330,000 | – | 4,800 | – | 0.28% | – |
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% |