VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,724 | -2.6% | 2,417 | 0.0% | 0.06% | +3.7% |
| Q2 2023 | $256,371 | +0.5% | 2,417 | 0.0% | 0.05% | -5.3% |
| Q1 2023 | $254,994 | -2.5% | 2,417 | 0.0% | 0.06% | -6.6% |
| Q4 2022 | $261,544 | +14.2% | 2,417 | 0.0% | 0.06% | +7.0% |
| Q3 2022 | $229,000 | -6.9% | 2,417 | 0.0% | 0.06% | +3.6% |
| Q2 2022 | $246,000 | -9.2% | 2,417 | 0.0% | 0.06% | +10.0% |
| Q1 2022 | $271,000 | 0.0% | 2,417 | 0.0% | 0.05% | +11.1% |
| Q4 2021 | $271,000 | +10.6% | 2,417 | +2.0% | 0.04% | +4.7% |
| Q3 2021 | $245,000 | -1.2% | 2,370 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $248,000 | +5.1% | 2,370 | +1.7% | 0.04% | -6.5% |
| Q1 2021 | $236,000 | -2.1% | 2,330 | -11.4% | 0.05% | -6.1% |
| Q4 2020 | $241,000 | +10.6% | 2,630 | +12.9% | 0.05% | -12.5% |
| Q4 2019 | $218,000 | – | 2,330 | – | 0.06% | – |
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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% |