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 | $10,623,015 | -2.2% | 102,817 | +0.4% | 0.47% | +2.9% |
| Q2 2023 | $10,858,400 | +0.1% | 102,370 | -0.4% | 0.45% | -7.0% |
| Q1 2023 | $10,844,582 | -0.7% | 102,792 | +1.8% | 0.49% | -5.3% |
| Q4 2022 | $10,921,941 | +11.2% | 100,933 | -2.5% | 0.51% | +0.2% |
| Q3 2022 | $9,819,000 | -6.5% | 103,484 | +0.2% | 0.51% | -6.0% |
| Q2 2022 | $10,504,000 | -15.7% | 103,283 | -7.0% | 0.55% | +7.7% |
| Q1 2022 | $12,463,000 | +17.8% | 111,025 | +17.6% | 0.51% | +19.6% |
| Q4 2021 | $10,584,000 | +10.1% | 94,411 | +1.5% | 0.42% | -2.3% |
| Q3 2021 | $9,609,000 | +2.2% | 92,974 | +3.6% | 0.43% | -3.6% |
| Q2 2021 | $9,402,000 | -14.7% | 89,742 | -17.7% | 0.45% | -20.4% |
| Q1 2021 | $11,023,000 | +10.4% | 109,038 | -0.1% | 0.56% | -3.3% |
| Q4 2020 | $9,987,000 | -11.1% | 109,132 | -21.3% | 0.58% | -24.7% |
| Q3 2020 | $11,229,000 | -18.3% | 138,755 | -20.4% | 0.78% | -25.5% |
| Q2 2020 | $13,738,000 | -18.9% | 174,381 | -27.1% | 1.04% | -34.2% |
| Q1 2020 | $16,931,000 | +984.6% | 239,302 | +1336.6% | 1.58% | +1116.2% |
| Q4 2019 | $1,561,000 | +22.2% | 16,657 | +15.8% | 0.13% | +9.2% |
| Q3 2019 | $1,277,000 | +1.7% | 14,388 | +0.1% | 0.12% | -0.8% |
| Q2 2019 | $1,256,000 | +2.0% | 14,378 | +0.1% | 0.12% | -3.2% |
| Q1 2019 | $1,231,000 | -61.0% | 14,370 | -64.5% | 0.12% | -62.4% |
| Q4 2018 | $3,153,000 | -30.9% | 40,426 | -22.8% | 0.33% | -18.3% |
| Q3 2018 | $4,562,000 | +1955.0% | 52,382 | +1856.7% | 0.40% | +1823.8% |
| Q2 2018 | $222,000 | -9.8% | 2,677 | -10.1% | 0.02% | -12.5% |
| Q1 2018 | $246,000 | -3.5% | 2,977 | 0.0% | 0.02% | -7.7% |
| Q4 2017 | $255,000 | – | 2,977 | – | 0.03% | – |
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% |