VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,515,497 | -9.0% | 14,668 | -6.5% | 0.06% | -8.5% |
| Q2 2023 | $1,664,557 | +0.5% | 15,693 | 0.0% | 0.07% | -5.3% |
| Q1 2023 | $1,655,612 | +2.0% | 15,693 | +4.6% | 0.08% | -3.8% |
| Q4 2022 | $1,623,367 | +14.1% | 15,002 | 0.0% | 0.08% | -9.3% |
| Q3 2022 | $1,423,000 | -6.7% | 15,002 | 0.0% | 0.09% | -25.2% |
| Q2 2022 | $1,525,000 | -9.3% | 15,002 | +0.2% | 0.12% | +35.3% |
| Q1 2022 | $1,681,000 | +0.1% | 14,979 | 0.0% | 0.08% | +3.7% |
| Q4 2021 | $1,679,000 | +8.5% | 14,979 | 0.0% | 0.08% | 0.0% |
| Q3 2021 | $1,548,000 | -3.7% | 14,979 | -2.4% | 0.08% | +28.1% |
| Q2 2021 | $1,607,000 | +15.9% | 15,341 | +11.9% | 0.06% | +4.9% |
| Q1 2021 | $1,386,000 | +10.5% | 13,708 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $1,254,000 | +13.1% | 13,708 | 0.0% | 0.06% | +13.0% |
| Q3 2020 | $1,109,000 | +2.7% | 13,708 | 0.0% | 0.05% | -5.3% |
| Q2 2020 | $1,080,000 | -23.3% | 13,708 | -31.2% | 0.06% | -37.4% |
| Q1 2020 | $1,409,000 | -11.8% | 19,912 | +16.8% | 0.09% | +18.2% |
| Q4 2019 | $1,598,000 | +5.6% | 17,053 | 0.0% | 0.08% | +5.5% |
| Q3 2019 | $1,513,000 | – | 17,053 | – | 0.07% | – |
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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% |