VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,899 | -6.2% | 2,332 | -3.6% | 0.02% | -5.9% |
| Q2 2023 | $256,708 | -1.0% | 2,420 | -1.6% | 0.02% | -5.6% |
| Q1 2023 | $259,388 | -2.2% | 2,459 | +0.3% | 0.02% | -33.3% |
| Q4 2022 | $265,233 | -21.3% | 2,451 | -31.1% | 0.03% | -6.9% |
| Q3 2022 | $337,000 | +17.8% | 3,557 | +26.5% | 0.03% | +20.8% |
| Q2 2022 | $286,000 | -12.8% | 2,812 | -3.8% | 0.02% | -4.0% |
| Q1 2022 | $328,000 | -4.7% | 2,923 | -4.7% | 0.02% | +4.2% |
| Q4 2021 | $344,000 | +2.4% | 3,068 | -5.6% | 0.02% | -25.0% |
| Q3 2021 | $336,000 | -9.4% | 3,250 | -8.3% | 0.03% | -30.4% |
| Q2 2021 | $371,000 | +0.5% | 3,544 | -2.8% | 0.05% | -9.8% |
| Q1 2021 | $369,000 | -35.1% | 3,646 | -41.4% | 0.05% | -41.4% |
| Q4 2020 | $569,000 | -6.1% | 6,220 | -16.9% | 0.09% | -21.6% |
| Q3 2020 | $606,000 | +0.3% | 7,484 | -2.3% | 0.11% | -0.9% |
| Q2 2020 | $604,000 | +26.9% | 7,662 | +13.8% | 0.11% | +12.0% |
| Q1 2020 | $476,000 | -27.2% | 6,730 | -3.5% | 0.10% | -12.3% |
| Q4 2019 | $654,000 | +6.0% | 6,974 | +0.3% | 0.11% | +0.9% |
| Q3 2019 | $617,000 | +0.2% | 6,954 | -1.3% | 0.11% | +4.6% |
| Q2 2019 | $616,000 | -11.1% | 7,048 | -12.9% | 0.11% | -10.7% |
| Q1 2019 | $693,000 | +14.2% | 8,093 | +4.0% | 0.12% | +7.1% |
| Q4 2018 | $607,000 | -15.7% | 7,782 | -5.9% | 0.11% | -8.1% |
| Q3 2018 | $720,000 | +3.9% | 8,269 | -0.9% | 0.12% | +4.2% |
| Q2 2018 | $693,000 | +1.0% | 8,341 | +0.3% | 0.12% | +1.7% |
| Q1 2018 | $686,000 | -3.4% | 8,320 | +0.3% | 0.12% | -1.7% |
| Q4 2017 | $710,000 | +14.1% | 8,297 | +8.1% | 0.12% | +10.3% |
| Q3 2017 | $622,000 | +4.0% | 7,673 | +0.3% | 0.11% | +21.6% |
| Q2 2017 | $598,000 | -6.4% | 7,651 | -7.0% | 0.09% | -1.1% |
| Q1 2017 | $639,000 | +0.6% | 8,224 | -1.9% | 0.09% | -2.2% |
| Q4 2016 | $635,000 | -1.2% | 8,380 | -6.0% | 0.09% | -4.2% |
| Q3 2016 | $643,000 | -1.1% | 8,911 | -2.0% | 0.10% | -7.8% |
| Q2 2016 | $650,000 | +3.5% | 9,096 | 0.0% | 0.10% | -8.8% |
| Q1 2016 | $628,000 | +18.9% | 9,096 | +15.1% | 0.11% | -1.7% |
| Q4 2015 | $528,000 | +11.9% | 7,906 | +4.8% | 0.12% | +8.5% |
| Q3 2015 | $472,000 | -5.2% | 7,542 | +1.9% | 0.11% | +1.9% |
| Q2 2015 | $498,000 | – | 7,399 | – | 0.10% | – |
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% |