VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $591,714 | -2.6% | 5,727 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $607,463 | +0.5% | 5,727 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $604,199 | -2.5% | 5,727 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $619,719 | +14.1% | 5,727 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $543,000 | -3.9% | 5,727 | +3.0% | 0.04% | +2.9% |
| Q2 2022 | $565,000 | -9.5% | 5,560 | 0.0% | 0.03% | -5.6% |
| Q1 2022 | $624,000 | +14.7% | 5,560 | +14.6% | 0.04% | +12.5% |
| Q4 2021 | $544,000 | +48.6% | 4,850 | +37.0% | 0.03% | +28.0% |
| Q3 2021 | $366,000 | -1.3% | 3,540 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $371,000 | -2.1% | 3,540 | -5.5% | 0.02% | -7.4% |
| Q1 2021 | $379,000 | +1.3% | 3,747 | -8.4% | 0.03% | -10.0% |
| Q4 2020 | $374,000 | +30.8% | 4,092 | +15.6% | 0.03% | +20.0% |
| Q3 2020 | $286,000 | +2.5% | 3,540 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $279,000 | -7.6% | 3,540 | -16.9% | 0.03% | -18.8% |
| Q1 2020 | $302,000 | – | 4,261 | – | 0.03% | – |
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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% |