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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $516,083 | -8.0% | 4,995 | -5.5% | 0.04% | -4.3% |
| Q2 2023 | $560,792 | +2.5% | 5,287 | +2.0% | 0.05% | -2.1% |
| Q1 2023 | $547,017 | -0.8% | 5,185 | +1.8% | 0.05% | -6.0% |
| Q4 2022 | $551,329 | -6.9% | 5,095 | -18.4% | 0.05% | -10.7% |
| Q3 2022 | $592,000 | -3.7% | 6,244 | +3.3% | 0.06% | +1.8% |
| Q2 2022 | $615,000 | -9.3% | 6,044 | 0.0% | 0.06% | +3.8% |
| Q1 2022 | $678,000 | 0.0% | 6,044 | 0.0% | 0.05% | +3.9% |
| Q4 2021 | $678,000 | +10.4% | 6,044 | +1.8% | 0.05% | +2.0% |
| Q3 2021 | $614,000 | -4.8% | 5,939 | -3.5% | 0.05% | -7.4% |
| Q2 2021 | $645,000 | +2.4% | 6,157 | -1.2% | 0.05% | -5.3% |
| Q1 2021 | $630,000 | -1.4% | 6,229 | -10.8% | 0.06% | -5.0% |
| Q4 2020 | $639,000 | +14.9% | 6,987 | +1.7% | 0.06% | +5.3% |
| Q3 2020 | $556,000 | +2.0% | 6,872 | -0.7% | 0.06% | -5.0% |
| Q2 2020 | $545,000 | -16.9% | 6,922 | -25.4% | 0.06% | -29.4% |
| Q1 2020 | $656,000 | -61.7% | 9,274 | -49.2% | 0.08% | -52.5% |
| Q4 2019 | $1,711,000 | -1.3% | 18,255 | -6.5% | 0.18% | -7.7% |
| Q3 2019 | $1,733,000 | +3.3% | 19,534 | +1.8% | 0.19% | +1.6% |
| Q2 2019 | $1,677,000 | +3.3% | 19,190 | +1.2% | 0.19% | -1.0% |
| Q1 2019 | $1,624,000 | +2.9% | 18,958 | -6.3% | 0.19% | -5.4% |
| Q4 2018 | $1,578,000 | -3.7% | 20,229 | +7.6% | 0.20% | +10.3% |
| Q3 2018 | $1,638,000 | +14.3% | 18,807 | +9.0% | 0.18% | +8.2% |
| Q2 2018 | $1,433,000 | +0.1% | 17,250 | -0.6% | 0.17% | +2.4% |
| Q1 2018 | $1,431,000 | +3.0% | 17,350 | +6.9% | 0.17% | +3.1% |
| Q4 2017 | $1,389,000 | -2.6% | 16,224 | -7.8% | 0.16% | -6.9% |
| Q3 2017 | $1,426,000 | +48.1% | 17,594 | +42.7% | 0.17% | +42.6% |
| Q2 2017 | $963,000 | +66.9% | 12,327 | +65.8% | 0.12% | +64.9% |
| Q1 2017 | $577,000 | +14.5% | 7,436 | +11.8% | 0.07% | +8.8% |
| Q4 2016 | $504,000 | +76.2% | 6,650 | +66.2% | 0.07% | +61.9% |
| Q2 2016 | $286,000 | +3.6% | 4,000 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $276,000 | +3.4% | 4,000 | 0.0% | 0.04% | +2.4% |
| Q4 2015 | $267,000 | – | 4,000 | – | 0.04% | – |
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% |