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 | $614,857 | -2.6% | 5,951 | 0.0% | 0.38% | +2.7% |
Q2 2023 | $631,223 | +4.8% | 5,951 | +5.2% | 0.37% | +1.9% |
Q1 2023 | $602,307 | -1.6% | 5,656 | 0.0% | 0.36% | +5.8% |
Q4 2022 | $612,037 | +14.2% | 5,656 | 0.0% | 0.34% | -9.9% |
Q3 2022 | $536,000 | -6.8% | 5,656 | 0.0% | 0.38% | -4.0% |
Q2 2022 | $575,000 | -9.9% | 5,656 | 0.0% | 0.40% | +4.2% |
Q1 2022 | $638,000 | -1.7% | 5,656 | 0.0% | 0.38% | -3.5% |
Q4 2021 | $649,000 | +5.7% | 5,656 | 0.0% | 0.40% | +8.8% |
Q3 2021 | $614,000 | -1.6% | 5,656 | -2.0% | 0.36% | -3.2% |
Q2 2021 | $624,000 | +1.3% | 5,772 | 0.0% | 0.38% | -0.5% |
Q1 2021 | $616,000 | +19.8% | 5,772 | +2.8% | 0.38% | +4.4% |
Q4 2020 | $514,000 | +9.8% | 5,617 | 0.0% | 0.36% | -2.9% |
Q3 2020 | $468,000 | -0.6% | 5,617 | 0.0% | 0.37% | +2.5% |
Q2 2020 | $471,000 | +9.0% | 5,617 | -1.3% | 0.36% | -9.2% |
Q1 2020 | $432,000 | -17.9% | 5,692 | +1.3% | 0.40% | -3.8% |
Q4 2019 | $526,000 | +14.6% | 5,617 | +6.7% | 0.42% | -20.7% |
Q3 2018 | $459,000 | +4.1% | 5,262 | -1.0% | 0.53% | -7.1% |
Q2 2018 | $441,000 | -8.9% | 5,316 | -9.3% | 0.57% | -11.8% |
Q1 2018 | $484,000 | -4.7% | 5,863 | 0.0% | 0.64% | +3.5% |
Q4 2017 | $508,000 | – | 5,863 | – | 0.62% | – |
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% |