VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $502,858 | -2.6% | 4,867 | 0.0% | 0.05% | -4.2% |
| Q2 2023 | $516,243 | -4.2% | 4,867 | -4.7% | 0.05% | -11.1% |
| Q1 2023 | $538,789 | -2.5% | 5,107 | 0.0% | 0.05% | -8.5% |
| Q4 2022 | $552,628 | +4.9% | 5,107 | -8.1% | 0.06% | 0.0% |
| Q3 2022 | $527,000 | -4.4% | 5,559 | +2.7% | 0.06% | +1.7% |
| Q2 2022 | $551,000 | -9.4% | 5,414 | 0.0% | 0.06% | +7.4% |
| Q1 2022 | $608,000 | -3.8% | 5,414 | -4.0% | 0.05% | +8.0% |
| Q4 2021 | $632,000 | +8.4% | 5,639 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $583,000 | -1.4% | 5,639 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $591,000 | -14.1% | 5,639 | -15.1% | 0.05% | -16.7% |
| Q1 2021 | $688,000 | +13.2% | 6,639 | 0.0% | 0.06% | +3.4% |
| Q4 2020 | $608,000 | +13.2% | 6,639 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $537,000 | – | 6,639 | – | 0.06% | – |
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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% |