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 | $5,070,277 | +57.5% | 48,809 | +60.8% | 1.14% | +63.8% |
| Q2 2023 | $3,218,865 | +0.5% | 30,347 | -0.0% | 0.70% | -11.8% |
| Q1 2023 | $3,202,018 | +11.7% | 30,351 | +14.5% | 0.79% | +0.6% |
| Q4 2022 | $2,867,779 | +9.0% | 26,502 | -2.2% | 0.78% | +6.5% |
| Q3 2022 | $2,630,000 | -2.6% | 27,090 | +1.5% | 0.74% | -1.2% |
| Q2 2022 | $2,701,000 | -6.4% | 26,677 | +3.8% | 0.74% | +13.1% |
| Q1 2022 | $2,885,000 | +12.2% | 25,704 | +13.9% | 0.66% | +9.3% |
| Q4 2021 | $2,572,000 | -40.0% | 22,559 | -45.6% | 0.60% | +31.9% |
| Q3 2021 | $4,284,000 | +75.7% | 41,464 | +78.1% | 0.46% | -33.4% |
| Q2 2021 | $2,438,000 | -4.6% | 23,275 | -7.9% | 0.69% | -15.8% |
| Q1 2021 | $2,555,000 | +6.7% | 25,275 | -3.5% | 0.82% | -7.7% |
| Q4 2020 | $2,395,000 | +10.6% | 26,179 | -2.1% | 0.88% | -3.3% |
| Q3 2020 | $2,165,000 | +7.1% | 26,749 | +4.3% | 0.91% | -6.9% |
| Q2 2020 | $2,021,000 | -26.6% | 25,648 | -34.1% | 0.98% | -47.5% |
| Q1 2020 | $2,754,000 | -7.7% | 38,925 | +22.3% | 1.87% | +9.8% |
| Q4 2019 | $2,983,000 | +50.7% | 31,830 | +42.6% | 1.70% | +41.9% |
| Q3 2019 | $1,980,000 | +667.4% | 22,318 | +656.8% | 1.20% | +597.7% |
| Q2 2019 | $258,000 | +273.9% | 2,949 | +261.4% | 0.17% | +282.2% |
| Q3 2018 | $69,000 | 0.0% | 816 | -1.2% | 0.04% | -11.8% |
| Q2 2018 | $69,000 | -87.0% | 826 | -87.8% | 0.05% | -91.3% |
| Q2 2017 | $530,000 | – | 6,787 | – | 0.58% | – |
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% |