VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $979,060 | -24.6% | 9,476 | -22.6% | 0.00% | 0.0% |
| Q2 2023 | $1,299,251 | +130.4% | 12,249 | +129.2% | 0.00% | 0.0% |
| Q1 2023 | $563,898 | +2.4% | 5,345 | +5.0% | 0.00% | 0.0% |
| Q4 2022 | $550,789 | +16.0% | 5,090 | +1.8% | 0.00% | – |
| Q3 2022 | $475,000 | -22.8% | 4,998 | -17.4% | 0.00% | -100.0% |
| Q2 2022 | $615,000 | +21.3% | 6,050 | +34.1% | 0.00% | – |
| Q1 2022 | $507,000 | +35.9% | 4,513 | +35.5% | 0.00% | – |
| Q4 2021 | $373,000 | +8.4% | 3,330 | 0.0% | 0.00% | – |
| Q3 2021 | $344,000 | -63.5% | 3,330 | -63.0% | 0.00% | -100.0% |
| Q2 2021 | $943,000 | +275.7% | 8,996 | +262.6% | 0.00% | – |
| Q1 2021 | $251,000 | +4.1% | 2,481 | -6.0% | 0.00% | – |
| Q4 2020 | $241,000 | +19.9% | 2,639 | +6.3% | 0.00% | – |
| Q3 2020 | $201,000 | -37.8% | 2,483 | -45.7% | 0.00% | – |
| Q1 2020 | $323,000 | -33.5% | 4,572 | -11.9% | 0.00% | -100.0% |
| Q4 2019 | $486,000 | +68.8% | 5,189 | +40.4% | 0.00% | – |
| Q4 2018 | $288,000 | +39.1% | 3,696 | +22.2% | 0.00% | – |
| Q4 2014 | $207,000 | -11.5% | 3,024 | -14.2% | 0.00% | – |
| Q3 2014 | $234,000 | +3.1% | 3,524 | -12.5% | 0.00% | – |
| Q2 2013 | $227,000 | – | 4,026 | – | 0.00% | – |
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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% |