VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $903,000 | -15.4% | 9,516 | -9.4% | 0.08% | -10.7% |
| Q2 2022 | $1,068,000 | -0.9% | 10,500 | +9.4% | 0.08% | +23.5% |
| Q1 2022 | $1,078,000 | +0.1% | 9,600 | -0.1% | 0.07% | +17.2% |
| Q4 2021 | $1,077,000 | +10.1% | 9,605 | +1.5% | 0.06% | -1.7% |
| Q3 2021 | $978,000 | -0.3% | 9,459 | +1.1% | 0.06% | 0.0% |
| Q2 2021 | $981,000 | +3.7% | 9,359 | 0.0% | 0.06% | -6.3% |
| Q1 2021 | $946,000 | +9.1% | 9,359 | -1.2% | 0.06% | +3.3% |
| Q4 2020 | $867,000 | +13.0% | 9,475 | -0.0% | 0.06% | -3.2% |
| Q3 2020 | $767,000 | -1.7% | 9,478 | -4.3% | 0.06% | -12.5% |
| Q2 2020 | $780,000 | +21.1% | 9,903 | +8.8% | 0.07% | -5.3% |
| Q1 2020 | $644,000 | -27.6% | 9,100 | -4.2% | 0.08% | -20.0% |
| Q4 2019 | $890,000 | +7.1% | 9,500 | +1.4% | 0.10% | 0.0% |
| Q3 2019 | $831,000 | +5.7% | 9,367 | +4.1% | 0.10% | +2.2% |
| Q2 2019 | $786,000 | +1.9% | 9,000 | 0.0% | 0.09% | -3.1% |
| Q1 2019 | $771,000 | +5.0% | 9,000 | -4.4% | 0.10% | -9.4% |
| Q4 2018 | $734,000 | -10.6% | 9,410 | -0.2% | 0.11% | -0.9% |
| Q3 2018 | $821,000 | +10.2% | 9,425 | +5.1% | 0.11% | +2.9% |
| Q2 2018 | $745,000 | +0.7% | 8,970 | 0.0% | 0.10% | -2.8% |
| Q1 2018 | $740,000 | -3.6% | 8,970 | 0.0% | 0.11% | -6.1% |
| Q4 2017 | $768,000 | +5.6% | 8,970 | 0.0% | 0.11% | +1.8% |
| Q3 2017 | $727,000 | +6.0% | 8,970 | +2.2% | 0.11% | +13.1% |
| Q2 2017 | $686,000 | +0.6% | 8,780 | 0.0% | 0.10% | -2.9% |
| Q1 2017 | $682,000 | – | 8,780 | – | 0.10% | – |
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% |