VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $619,000 | -1.4% | 6,076 | +8.4% | 0.58% | +59.4% |
| Q1 2022 | $628,000 | -28.7% | 5,606 | -28.6% | 0.37% | -2.1% |
| Q4 2021 | $881,000 | +21.7% | 7,856 | +12.0% | 0.38% | +75.2% |
| Q3 2021 | $724,000 | +3.4% | 7,015 | +5.0% | 0.21% | +94.5% |
| Q2 2021 | $700,000 | +238.2% | 6,680 | +182.3% | 0.11% | +233.3% |
| Q3 2018 | $207,000 | +1.0% | 2,366 | -28.4% | 0.03% | -60.2% |
| Q4 2013 | $205,000 | +0.5% | 3,306 | -7.0% | 0.08% | -7.8% |
| Q3 2013 | $204,000 | +2.0% | 3,556 | 0.0% | 0.09% | -7.2% |
| Q2 2013 | $200,000 | – | 3,556 | – | 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% |