VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. 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 | $3,338,362 | -1.5% | 32,311 | +1.1% | 0.26% | +3.2% |
| Q2 2023 | $3,390,093 | +3.8% | 31,961 | +3.2% | 0.25% | -0.4% |
| Q1 2023 | $3,265,847 | -1.6% | 30,956 | +0.9% | 0.25% | -3.8% |
| Q4 2022 | $3,320,521 | +17.7% | 30,686 | +3.2% | 0.26% | +7.4% |
| Q3 2022 | $2,820,000 | -3.3% | 29,721 | +3.6% | 0.24% | +7.0% |
| Q2 2022 | $2,917,000 | -6.9% | 28,686 | +2.8% | 0.23% | +6.0% |
| Q1 2022 | $3,134,000 | +4.4% | 27,916 | +4.2% | 0.22% | +9.1% |
| Q4 2021 | $3,002,000 | +33.4% | 26,781 | +23.0% | 0.20% | +23.1% |
| Q3 2021 | $2,250,000 | -1.4% | 21,771 | 0.0% | 0.16% | -2.4% |
| Q2 2021 | $2,281,000 | +3.6% | 21,771 | 0.0% | 0.16% | -4.7% |
| Q1 2021 | $2,201,000 | +28.1% | 21,771 | +16.0% | 0.17% | +19.4% |
| Q4 2020 | $1,718,000 | +41.1% | 18,771 | +24.8% | 0.14% | +27.4% |
| Q3 2020 | $1,218,000 | +36.9% | 15,046 | +33.2% | 0.11% | +24.2% |
| Q2 2020 | $890,000 | +27.5% | 11,296 | +14.5% | 0.09% | +8.3% |
| Q1 2020 | $698,000 | +38.8% | 9,865 | +83.9% | 0.08% | +71.4% |
| Q4 2019 | $503,000 | -13.0% | 5,365 | -18.9% | 0.05% | -18.3% |
| Q2 2019 | $578,000 | -12.8% | 6,615 | -13.1% | 0.06% | -15.5% |
| Q3 2018 | $663,000 | +4.9% | 7,615 | 0.0% | 0.07% | -1.4% |
| Q2 2018 | $632,000 | +0.6% | 7,615 | 0.0% | 0.07% | -2.7% |
| Q1 2018 | $628,000 | +6.8% | 7,615 | +10.9% | 0.07% | +10.4% |
| Q4 2017 | $588,000 | +5.6% | 6,865 | 0.0% | 0.07% | 0.0% |
| Q3 2017 | $557,000 | +15.1% | 6,865 | +10.8% | 0.07% | +15.5% |
| Q2 2017 | $484,000 | +0.6% | 6,195 | 0.0% | 0.06% | 0.0% |
| Q1 2017 | $481,000 | +71.8% | 6,195 | +67.7% | 0.06% | +61.1% |
| Q4 2016 | $280,000 | – | 3,695 | – | 0.04% | – |
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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% |