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 | $26 | 0.0% | 249 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $26 | 0.0% | 249 | 0.0% | 0.03% | -9.4% |
| Q1 2023 | $26 | -3.7% | 249 | 0.0% | 0.03% | -3.0% |
| Q4 2022 | $27 | -99.9% | 249 | 0.0% | 0.03% | +10.0% |
| Q3 2022 | $24,000 | -4.0% | 249 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $25,000 | -10.7% | 249 | 0.0% | 0.03% | +3.3% |
| Q1 2022 | $28,000 | 0.0% | 249 | 0.0% | 0.03% | +7.1% |
| Q4 2021 | $28,000 | +7.7% | 249 | 0.0% | 0.03% | -3.4% |
| Q3 2021 | $26,000 | 0.0% | 249 | 0.0% | 0.03% | +11.5% |
| Q2 2021 | $26,000 | +4.0% | 249 | 0.0% | 0.03% | +23.8% |
| Q1 2021 | $25,000 | +8.7% | 249 | 0.0% | 0.02% | +10.5% |
| Q4 2020 | $23,000 | +15.0% | 249 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $20,000 | 0.0% | 249 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $20,000 | +11.1% | 249 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $18,000 | -21.7% | 249 | 0.0% | 0.02% | +5.6% |
| Q4 2019 | $23,000 | +4.5% | 249 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $22,000 | 0.0% | 249 | 0.0% | 0.02% | +5.9% |
| Q2 2019 | $22,000 | +4.8% | 249 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $21,000 | +10.5% | 249 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $19,000 | -80.0% | 249 | -77.1% | 0.02% | -76.1% |
| Q3 2018 | $95,000 | +5.6% | 1,089 | 0.0% | 0.07% | +7.6% |
| Q2 2018 | $90,000 | +1.1% | 1,089 | +1.2% | 0.07% | -8.3% |
| Q1 2018 | $89,000 | -3.3% | 1,076 | 0.0% | 0.07% | +1.4% |
| Q4 2017 | $92,000 | – | 1,076 | – | 0.07% | – |
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% |