VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $149,872,429 | +3.7% | 1,412,958 | +3.1% | 2.32% | -2.2% |
| Q1 2023 | $144,572,394 | -3.1% | 1,370,354 | -0.6% | 2.37% | -6.9% |
| Q4 2022 | $149,160,564 | +13.1% | 1,378,436 | -0.8% | 2.55% | -0.4% |
| Q3 2022 | $131,865,000 | -1.8% | 1,389,809 | +5.2% | 2.56% | +5.8% |
| Q2 2022 | $134,319,000 | -6.3% | 1,320,740 | +3.4% | 2.42% | +9.9% |
| Q1 2022 | $143,395,000 | +1.2% | 1,277,459 | +1.1% | 2.20% | +5.0% |
| Q4 2021 | $141,676,000 | +11.1% | 1,263,719 | +2.5% | 2.10% | +2.2% |
| Q3 2021 | $127,473,000 | +2.5% | 1,233,413 | +3.9% | 2.05% | +3.1% |
| Q2 2021 | $124,330,000 | +6.2% | 1,186,698 | +2.5% | 1.99% | 0.0% |
| Q1 2021 | $117,035,000 | +29.5% | 1,157,733 | +17.3% | 1.99% | +20.0% |
| Q4 2020 | $90,351,000 | +7.7% | 987,340 | -4.8% | 1.66% | -1.4% |
| Q3 2020 | $83,918,000 | +6.5% | 1,036,919 | +3.7% | 1.68% | -1.2% |
| Q2 2020 | $78,795,000 | -0.5% | 1,000,186 | -10.6% | 1.70% | -11.3% |
| Q1 2020 | $79,185,000 | -9.8% | 1,119,219 | +19.5% | 1.92% | +18.7% |
| Q4 2019 | $87,801,000 | +7.6% | 936,949 | +1.9% | 1.62% | +1.4% |
| Q3 2019 | $81,588,000 | +3.3% | 919,507 | +1.7% | 1.60% | +1.6% |
| Q2 2019 | $78,978,000 | +4.8% | 903,849 | +2.7% | 1.57% | +3.7% |
| Q1 2019 | $75,361,000 | +10.9% | 879,766 | +1.0% | 1.51% | -2.3% |
| Q4 2018 | $67,933,000 | -15.6% | 871,045 | -5.8% | 1.55% | -4.3% |
| Q3 2018 | $80,507,000 | +4.1% | 924,407 | -0.7% | 1.62% | -0.6% |
| Q2 2018 | $77,327,000 | +0.8% | 931,091 | +0.1% | 1.63% | -1.4% |
| Q1 2018 | $76,711,000 | +0.3% | 929,942 | +4.1% | 1.65% | +7.4% |
| Q4 2017 | $76,505,000 | +7.3% | 893,438 | +1.5% | 1.54% | +2.4% |
| Q3 2017 | $71,328,000 | +6.8% | 879,831 | +3.0% | 1.50% | -1.4% |
| Q2 2017 | $66,766,000 | -1.0% | 854,218 | -1.7% | 1.52% | -5.2% |
| Q1 2017 | $67,463,000 | -0.2% | 868,812 | -2.6% | 1.61% | -2.7% |
| Q4 2016 | $67,602,000 | +2.4% | 892,206 | -2.5% | 1.65% | -0.2% |
| Q3 2016 | $65,999,000 | +0.6% | 914,877 | -0.4% | 1.65% | -1.0% |
| Q2 2016 | $65,609,000 | +6.6% | 918,116 | +3.0% | 1.67% | +3.8% |
| Q1 2016 | $61,519,000 | +10.0% | 891,062 | +6.4% | 1.61% | +5.1% |
| Q4 2015 | $55,922,000 | +8.8% | 837,779 | +2.2% | 1.53% | +1.6% |
| Q3 2015 | $51,382,000 | -8.2% | 820,141 | -1.4% | 1.51% | -0.8% |
| Q2 2015 | $55,987,000 | -14.7% | 831,661 | -13.5% | 1.52% | +10.7% |
| Q1 2015 | $65,647,000 | -1.5% | 961,160 | -0.9% | 1.37% | -0.9% |
| Q4 2014 | $66,651,000 | +3.6% | 969,462 | +0.0% | 1.38% | +1.2% |
| Q3 2014 | $64,364,000 | +1.7% | 969,194 | +1.5% | 1.37% | +3.3% |
| Q2 2014 | $63,299,000 | +4.5% | 954,522 | -0.5% | 1.32% | +0.8% |
| Q1 2014 | $60,562,000 | +2.6% | 959,472 | +1.3% | 1.31% | +1.5% |
| Q4 2013 | $59,044,000 | +6.7% | 947,428 | -1.6% | 1.29% | -0.2% |
| Q3 2013 | $55,332,000 | -5.2% | 962,460 | -7.0% | 1.30% | -7.7% |
| Q2 2013 | $58,349,000 | +3.7% | 1,035,101 | +0.8% | 1.40% | -0.3% |
| Q1 2013 | $56,292,000 | +15.0% | 1,027,047 | +3.6% | 1.41% | +1.1% |
| Q4 2012 | $48,930,000 | – | 990,895 | – | 1.39% | – |
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% |