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 | $43,305,441 | +3.1% | 419,139 | +5.8% | 0.62% | +2.8% |
Q2 2023 | $42,008,387 | +8.8% | 396,044 | +8.2% | 0.60% | -2.1% |
Q1 2023 | $38,615,216 | +5.5% | 366,021 | +8.3% | 0.62% | -3.1% |
Q4 2022 | $36,587,641 | +16.7% | 338,117 | +2.4% | 0.64% | +4.1% |
Q3 2022 | $31,342,000 | -4.9% | 330,335 | +1.9% | 0.61% | -2.7% |
Q2 2022 | $32,961,000 | -3.4% | 324,099 | +6.7% | 0.63% | +12.7% |
Q1 2022 | $34,105,000 | +28.5% | 303,827 | +28.3% | 0.56% | +33.5% |
Q4 2021 | $26,548,000 | +17.1% | 236,802 | +8.0% | 0.42% | +8.0% |
Q3 2021 | $22,663,000 | -5.7% | 219,288 | -4.4% | 0.39% | -6.5% |
Q2 2021 | $24,021,000 | +6.7% | 229,274 | +3.0% | 0.41% | -13.0% |
Q1 2021 | $22,508,000 | +12.3% | 222,658 | +1.7% | 0.48% | +4.4% |
Q4 2020 | $20,041,000 | +3.1% | 219,001 | -8.8% | 0.46% | -9.0% |
Q3 2020 | $19,436,000 | -0.7% | 240,157 | -3.3% | 0.50% | -11.0% |
Q2 2020 | $19,564,000 | -6.0% | 248,342 | -15.6% | 0.56% | -24.7% |
Q1 2020 | $20,817,000 | -22.9% | 294,228 | +2.2% | 0.75% | -5.2% |
Q4 2019 | $26,987,000 | – | 287,986 | – | 0.79% | – |
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% |