VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,445,160 | -1.9% | 23,666 | +0.7% | 0.98% | +2.6% |
Q2 2023 | $2,492,009 | +0.5% | 23,494 | 0.0% | 0.96% | -2.7% |
Q1 2023 | $2,478,617 | +1.8% | 23,494 | +4.4% | 0.99% | +5.5% |
Q4 2022 | $2,434,725 | +14.0% | 22,500 | 0.0% | 0.94% | +15.9% |
Q3 2022 | $2,135,000 | -6.7% | 22,500 | 0.0% | 0.81% | +50.3% |
Q2 2022 | $2,288,000 | -9.4% | 22,500 | 0.0% | 0.54% | 0.0% |
Q1 2022 | $2,526,000 | +0.2% | 22,500 | 0.0% | 0.54% | +3.7% |
Q4 2021 | $2,522,000 | +8.5% | 22,500 | 0.0% | 0.52% | +6.6% |
Q3 2021 | $2,325,000 | -1.4% | 22,500 | 0.0% | 0.49% | +1.7% |
Q2 2021 | $2,357,000 | +3.6% | 22,500 | 0.0% | 0.48% | -0.6% |
Q1 2021 | $2,275,000 | +10.5% | 22,500 | 0.0% | 0.48% | +8.6% |
Q4 2020 | $2,059,000 | +13.1% | 22,500 | 0.0% | 0.44% | +8.8% |
Q3 2020 | $1,821,000 | +2.7% | 22,500 | 0.0% | 0.41% | +1.0% |
Q2 2020 | $1,773,000 | +11.4% | 22,500 | 0.0% | 0.40% | +6.1% |
Q1 2020 | $1,592,000 | -24.5% | 22,500 | 0.0% | 0.38% | -16.7% |
Q4 2019 | $2,108,000 | +5.6% | 22,500 | 0.0% | 0.46% | +2.7% |
Q3 2019 | $1,996,000 | +1.5% | 22,500 | 0.0% | 0.44% | +35.8% |
Q2 2019 | $1,966,000 | +2.0% | 22,500 | 0.0% | 0.33% | +1.2% |
Q1 2019 | $1,927,000 | – | 22,500 | – | 0.32% | – |
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% |