VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 405 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,731,542 | +7.0% | 41,082 | -0.4% | 0.59% | -1.8% |
| Q3 2023 | $2,553,891 | -1.7% | 41,265 | +0.4% | 0.60% | +1.4% |
| Q2 2023 | $2,597,836 | +7.8% | 41,105 | +5.7% | 0.59% | +2.6% |
| Q1 2023 | $2,409,112 | +105101.4% | 38,888 | +1.2% | 0.58% | +3.6% |
| Q4 2022 | $2,290 | -99.7% | 38,439 | +140.8% | 0.56% | +156.9% |
| Q3 2022 | $830,000 | +35.0% | 15,963 | +52.6% | 0.22% | +47.9% |
| Q2 2022 | $615,000 | +187.4% | 10,460 | +232.8% | 0.15% | +256.1% |
| Q2 2021 | $214,000 | +4.4% | 3,143 | -6.5% | 0.04% | -8.9% |
| Q4 2020 | $205,000 | -23.2% | 3,360 | -19.8% | 0.04% | -37.5% |
| Q4 2019 | $267,000 | +7.7% | 4,191 | 0.0% | 0.07% | -2.7% |
| Q3 2019 | $248,000 | -6.1% | 4,191 | -2.8% | 0.07% | -7.5% |
| Q2 2019 | $264,000 | +0.8% | 4,310 | 0.0% | 0.08% | 0.0% |
| Q1 2019 | $262,000 | +24.8% | 4,310 | +29.3% | 0.08% | +27.0% |
| Q3 2018 | $210,000 | +1.0% | 3,333 | 0.0% | 0.06% | -6.0% |
| Q2 2018 | $208,000 | -3.3% | 3,333 | +2.7% | 0.07% | -4.3% |
| Q1 2018 | $215,000 | – | 3,244 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| High Net Worth Advisory Group LLC | 37,428 | $2,488,838 | 0.92% |
| Montecito Bank & Trust | 41,082 | $2,731,542 | 0.59% |
| Capital Investment Advisors, LLC | 249,262 | $16,573,423 | 0.42% |
| StrongBox Wealth, LLC | 7,911 | $526,002 | 0.31% |
| Anchor Investment Management, LLC | 20,328 | $1,351,639 | 0.16% |
| First National Bank of Mount Dora, Trust Investment Services | 7,148 | $475,270 | 0.13% |
| CGN Advisors LLC | 10,393 | $691,031 | 0.10% |
| Bartlett & Co. LLC | 30,478 | $2,024 | 0.03% |
| MASSMUTUAL TRUST CO FSB/ADV | 9,098 | $604,926 | 0.02% |