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 | $514,740 | +102848.0% | 4,982 | +5.7% | 0.02% | +9.5% |
| Q2 2023 | $500 | +1.4% | 4,713 | +0.8% | 0.02% | -4.5% |
| Q1 2023 | $493 | +1.2% | 4,674 | +3.9% | 0.02% | 0.0% |
| Q4 2022 | $487 | -99.9% | 4,500 | 0.0% | 0.02% | +4.8% |
| Q3 2022 | $427,000 | -6.8% | 4,500 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $458,000 | -9.3% | 4,500 | 0.0% | 0.02% | +5.0% |
| Q1 2022 | $505,000 | +0.2% | 4,500 | 0.0% | 0.02% | +11.1% |
| Q4 2021 | $504,000 | -4.4% | 4,500 | -11.7% | 0.02% | -10.0% |
| Q3 2021 | $527,000 | +11.9% | 5,099 | +13.3% | 0.02% | +11.1% |
| Q2 2021 | $471,000 | +3.5% | 4,500 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $455,000 | +10.4% | 4,500 | 0.0% | 0.02% | +5.9% |
| Q4 2020 | $412,000 | +13.2% | 4,500 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $364,000 | +2.5% | 4,500 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $355,000 | +11.6% | 4,500 | 0.0% | 0.02% | -10.5% |
| Q1 2020 | $318,000 | -37.8% | 4,500 | -17.4% | 0.02% | -26.9% |
| Q4 2019 | $511,000 | +5.8% | 5,450 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $483,000 | -24.1% | 5,450 | -25.1% | 0.03% | -23.5% |
| Q2 2019 | $636,000 | +40.1% | 7,280 | +37.4% | 0.03% | +36.0% |
| Q1 2019 | $454,000 | +9.9% | 5,300 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $413,000 | -10.6% | 5,300 | 0.0% | 0.02% | +4.2% |
| Q3 2018 | $462,000 | +85.5% | 5,300 | +76.7% | 0.02% | +71.4% |
| Q2 2018 | $249,000 | +0.8% | 3,000 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $247,000 | – | 3,000 | – | 0.01% | – |
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% |