VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $802,667 | +3.6% | 7,769 | +6.4% | 0.31% | +9.1% |
| Q2 2023 | $774,756 | +0.8% | 7,304 | +0.2% | 0.29% | -6.8% |
| Q1 2023 | $768,679 | -2.3% | 7,286 | +0.2% | 0.31% | -9.4% |
| Q4 2022 | $786,823 | +10.4% | 7,271 | -3.2% | 0.34% | +4.6% |
| Q3 2022 | $713,000 | -11.4% | 7,511 | -5.1% | 0.32% | -3.6% |
| Q2 2022 | $805,000 | -9.1% | 7,917 | +0.3% | 0.34% | +13.9% |
| Q1 2022 | $886,000 | +13.0% | 7,890 | +12.8% | 0.30% | +27.2% |
| Q4 2021 | $784,000 | +39.8% | 6,994 | +28.9% | 0.23% | +25.4% |
| Q3 2021 | $561,000 | -4.1% | 5,424 | -2.8% | 0.18% | -4.1% |
| Q2 2021 | $585,000 | +13.8% | 5,583 | +9.8% | 0.19% | +4.3% |
| Q1 2021 | $514,000 | +19.8% | 5,083 | +8.4% | 0.18% | +11.4% |
| Q4 2020 | $429,000 | +24.7% | 4,687 | +10.4% | 0.17% | +16.9% |
| Q3 2020 | $344,000 | +3.0% | 4,246 | +0.2% | 0.14% | -4.7% |
| Q2 2020 | $334,000 | +3.7% | 4,238 | -6.8% | 0.15% | -18.1% |
| Q1 2020 | $322,000 | – | 4,546 | – | 0.18% | – |
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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% |