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 | $215,422 | -13.0% | 2,085 | -10.7% | 0.11% | -9.4% |
| Q2 2023 | $247,673 | +76107.1% | 2,335 | -24.3% | 0.12% | -21.5% |
| Q1 2023 | $325 | -1.8% | 3,085 | +0.8% | 0.15% | -3.9% |
| Q4 2022 | $331 | -99.9% | 3,060 | -1.1% | 0.16% | +5.4% |
| Q3 2022 | $294,000 | +6.1% | 3,095 | +13.6% | 0.15% | +16.7% |
| Q2 2022 | $277,000 | -8.3% | 2,725 | +1.3% | 0.13% | +5.9% |
| Q1 2022 | $302,000 | +0.7% | 2,690 | +0.6% | 0.12% | +4.4% |
| Q4 2021 | $300,000 | +14.9% | 2,675 | +5.9% | 0.11% | +5.6% |
| Q3 2021 | $261,000 | +6.1% | 2,525 | +7.4% | 0.11% | +12.5% |
| Q2 2021 | $246,000 | – | 2,350 | – | 0.10% | – |
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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% |