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 2023 | $8,469,450 | -79.7% | 81,973 | -79.2% | 3.48% | -46.0% |
| Q2 2023 | $41,705,557 | -2.4% | 393,189 | -3.0% | 6.43% | +5.8% |
| Q1 2023 | $42,749,339 | -5.1% | 405,207 | -2.7% | 6.08% | -14.9% |
| Q4 2022 | $45,056,372 | +11.1% | 416,379 | -2.6% | 7.14% | -56.1% |
| Q3 2022 | $40,569,000 | -4.2% | 427,583 | +2.7% | 16.27% | +15.8% |
| Q2 2022 | $42,332,000 | -12.2% | 416,245 | -3.1% | 14.05% | +3.0% |
| Q1 2022 | $48,228,000 | +2.2% | 429,648 | +2.1% | 13.64% | +7.7% |
| Q4 2021 | $47,175,000 | +20.3% | 420,789 | +10.9% | 12.67% | +12.2% |
| Q3 2021 | $39,209,000 | +6.2% | 379,385 | +7.7% | 11.29% | -12.0% |
| Q2 2021 | $36,922,000 | +0.8% | 352,413 | -2.7% | 12.82% | -4.3% |
| Q1 2021 | $36,619,000 | +20.5% | 362,244 | +9.1% | 13.40% | -4.3% |
| Q4 2020 | $30,392,000 | +26.9% | 332,115 | +12.3% | 14.00% | +6.6% |
| Q3 2020 | $23,943,000 | +6.8% | 295,851 | +3.9% | 13.13% | +4.2% |
| Q2 2020 | $22,428,000 | +2.4% | 284,696 | -8.1% | 12.60% | +10.5% |
| Q1 2020 | $21,913,000 | +5080.4% | 309,724 | +6761.4% | 11.40% | +4302.7% |
| Q4 2019 | $423,000 | -18.8% | 4,514 | -23.2% | 0.26% | -21.8% |
| Q3 2019 | $521,000 | +36.4% | 5,874 | +34.3% | 0.33% | +93.6% |
| Q2 2019 | $382,000 | -13.8% | 4,374 | -15.5% | 0.17% | -46.1% |
| Q1 2019 | $443,000 | +23.4% | 5,176 | +12.4% | 0.32% | +36.1% |
| Q4 2018 | $359,000 | +312.6% | 4,605 | +361.4% | 0.23% | +282.0% |
| Q3 2018 | $87,000 | – | 998 | – | 0.06% | – |
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% |