VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $335,067 | -2.6% | 3,243 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $343,985 | +0.5% | 3,243 | 0.0% | 0.11% | -3.5% |
| Q1 2023 | $342,137 | +41.0% | 3,243 | +44.6% | 0.11% | +35.7% |
| Q4 2022 | $242,715 | +14.0% | 2,243 | 0.0% | 0.08% | +10.5% |
| Q3 2022 | $213,000 | -6.6% | 2,243 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $228,000 | -9.5% | 2,243 | 0.0% | 0.08% | +4.1% |
| Q1 2022 | $252,000 | +0.4% | 2,243 | 0.0% | 0.07% | +10.6% |
| Q4 2021 | $251,000 | +8.2% | 2,243 | 0.0% | 0.07% | -7.0% |
| Q3 2021 | $232,000 | -1.3% | 2,243 | 0.0% | 0.07% | +1.4% |
| Q2 2021 | $235,000 | +3.5% | 2,243 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $227,000 | +10.7% | 2,243 | 0.0% | 0.07% | +6.0% |
| Q4 2020 | $205,000 | -24.4% | 2,243 | -41.6% | 0.07% | -42.2% |
| Q1 2020 | $271,000 | -24.7% | 3,843 | 0.0% | 0.12% | -15.3% |
| Q4 2019 | $360,000 | – | 3,843 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| High Net Worth Advisory Group LLC | 79,499 | $8,874,883 | 3.30% |
| Lowe Wealth Advisors, LLC | 29,945 | $3,342,705 | 1.65% |
| StrongBox Wealth, LLC | 22,592 | $2,521,978 | 1.47% |
| Montecito Bank & Trust | 38,593 | $4,308,136 | 0.93% |
| McAlister, Sweet & Associates, Inc. | 5,819 | $649,580 | 0.60% |
| Dentgroup LLC | 5,637 | $629,279 | 0.56% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 8,211 | $917 | 0.34% |
| Compass Financial Group, INC/SD | 8,948 | $998,912 | 0.26% |
| B.O.S.S. Retirement Advisors, LLC | 10,349 | $1,069,210 | 0.24% |
| Agate Pass Investment Management, LLC | 3,128 | $349,179 | 0.20% |