VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $496 | +58.0% | 4,800 | +65.5% | 0.00% | – |
| Q4 2022 | $314 | -100.0% | 2,900 | -90.7% | 0.00% | -100.0% |
| Q3 2022 | $2,970,000 | +61.3% | 31,300 | +72.9% | 0.00% | +100.0% |
| Q2 2022 | $1,841,000 | +60.8% | 18,100 | +77.5% | 0.00% | +100.0% |
| Q1 2022 | $1,145,000 | -13.5% | 10,200 | -13.6% | 0.00% | -50.0% |
| Q4 2021 | $1,323,000 | -1.6% | 11,800 | -9.2% | 0.00% | 0.0% |
| Q3 2021 | $1,344,000 | -17.4% | 13,000 | -35.3% | 0.00% | 0.0% |
| Q3 2020 | $1,627,000 | +228.0% | 20,100 | +219.0% | 0.00% | – |
| Q2 2020 | $496,000 | -9.0% | 6,300 | -18.2% | 0.00% | -100.0% |
| Q1 2020 | $545,000 | +36.6% | 7,700 | +71.1% | 0.00% | – |
| Q3 2019 | $399,000 | -10.5% | 4,500 | -11.8% | 0.00% | – |
| Q2 2019 | $446,000 | +6.2% | 5,100 | +4.1% | 0.00% | – |
| Q1 2019 | $420,000 | -29.2% | 4,900 | -35.5% | 0.00% | -100.0% |
| Q4 2018 | $593,000 | +23.8% | 7,600 | +38.2% | 0.00% | – |
| Q3 2018 | $479,000 | -27.9% | 5,500 | -31.2% | 0.00% | – |
| Q2 2018 | $664,000 | – | 8,000 | – | 0.00% | – |
Download | ||||||
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% |