VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,304,680 | -0.8% | 32,530 | +5.7% | 0.31% | +2.3% |
Q2 2023 | $3,332,835 | +10.6% | 30,788 | +7.8% | 0.30% | -7.4% |
Q1 2023 | $3,013,895 | +32.4% | 28,568 | +39.2% | 0.32% | -13.6% |
Q4 2022 | $2,276,232 | +120.4% | 20,527 | +101.4% | 0.38% | -14.6% |
Q3 2022 | $1,033,000 | 0.0% | 10,192 | -0.1% | 0.44% | -2.7% |
Q2 2022 | $1,033,000 | -0.6% | 10,201 | +10.4% | 0.45% | +11.4% |
Q1 2022 | $1,039,000 | +1.2% | 9,243 | +0.0% | 0.40% | -5.6% |
Q4 2021 | $1,027,000 | +0.1% | 9,242 | -4.0% | 0.43% | +10.6% |
Q3 2021 | $1,026,000 | -10.9% | 9,629 | -12.3% | 0.39% | -10.8% |
Q2 2021 | $1,151,000 | -2.6% | 10,976 | -5.0% | 0.44% | -13.9% |
Q1 2021 | $1,182,000 | -1.2% | 11,551 | -9.2% | 0.50% | -8.2% |
Q4 2020 | $1,196,000 | +6.9% | 12,717 | -4.5% | 0.55% | -7.9% |
Q3 2020 | $1,119,000 | -9.8% | 13,313 | -15.5% | 0.60% | -21.0% |
Q2 2020 | $1,241,000 | -0.8% | 15,755 | -5.2% | 0.76% | -19.0% |
Q1 2020 | $1,251,000 | -35.8% | 16,618 | -19.9% | 0.93% | -26.8% |
Q4 2019 | $1,949,000 | +42.8% | 20,750 | +30.5% | 1.28% | +13.0% |
Q3 2019 | $1,365,000 | -4.0% | 15,904 | -1.5% | 1.13% | -17.2% |
Q2 2019 | $1,422,000 | -0.5% | 16,139 | -2.0% | 1.36% | -11.3% |
Q1 2019 | $1,429,000 | +5.2% | 16,472 | -5.4% | 1.54% | -14.7% |
Q4 2018 | $1,359,000 | – | 17,421 | – | 1.80% | – |
Download |
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% |