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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $287 | +6.7% | 2,573 | -1.3% | 0.02% | -4.2% |
| Q3 2023 | $269 | -9.4% | 2,608 | -7.0% | 0.02% | -4.0% |
| Q2 2023 | $297 | +2.8% | 2,803 | +2.3% | 0.02% | -3.8% |
| Q1 2023 | $289 | -2.4% | 2,739 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $296 | -99.9% | 2,739 | -48.8% | 0.03% | -45.1% |
| Q2 2022 | $544,000 | -10.1% | 5,350 | -0.8% | 0.05% | +4.1% |
| Q1 2022 | $605,000 | -17.2% | 5,391 | -17.3% | 0.05% | -10.9% |
| Q4 2021 | $731,000 | +28.9% | 6,519 | +18.8% | 0.06% | +17.0% |
| Q3 2021 | $567,000 | -1.4% | 5,488 | 0.0% | 0.05% | -4.1% |
| Q2 2021 | $575,000 | +3.6% | 5,488 | 0.0% | 0.05% | -5.8% |
| Q1 2021 | $555,000 | +10.6% | 5,488 | 0.0% | 0.05% | +6.1% |
| Q4 2020 | $502,000 | +11.1% | 5,488 | -1.8% | 0.05% | -2.0% |
| Q3 2020 | $452,000 | +2.7% | 5,588 | 0.0% | 0.05% | -5.7% |
| Q2 2020 | $440,000 | +11.1% | 5,588 | -0.3% | 0.05% | -3.6% |
| Q1 2020 | $396,000 | -22.7% | 5,603 | +2.5% | 0.06% | -1.8% |
| Q4 2019 | $512,000 | +5.6% | 5,468 | 0.0% | 0.06% | -5.1% |
| Q3 2019 | $485,000 | +1.5% | 5,468 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $478,000 | +82.4% | 5,468 | +62.2% | 0.06% | +22.9% |
| Q1 2017 | $262,000 | – | 3,372 | – | 0.05% | – |
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% |