VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,510 | -3.4% | 2,047 | -0.8% | 0.08% | -2.6% |
| Q2 2023 | $218,949 | -11.7% | 2,064 | -12.2% | 0.08% | -17.9% |
| Q1 2023 | $248,050 | -10.1% | 2,351 | -7.7% | 0.10% | -16.7% |
| Q4 2022 | $275,771 | +16.9% | 2,548 | +2.5% | 0.11% | +14.0% |
| Q3 2022 | $236,000 | -4.8% | 2,487 | +2.1% | 0.10% | -6.5% |
| Q2 2022 | $248,000 | -4.2% | 2,436 | +5.5% | 0.11% | +17.6% |
| Q1 2022 | $259,000 | +0.4% | 2,309 | +0.2% | 0.09% | +8.3% |
| Q4 2021 | $258,000 | +8.4% | 2,304 | +0.0% | 0.08% | +2.4% |
| Q3 2021 | $238,000 | +0.4% | 2,303 | +1.8% | 0.08% | +5.1% |
| Q2 2021 | $237,000 | +2.6% | 2,262 | -0.8% | 0.08% | -8.2% |
| Q1 2021 | $231,000 | – | 2,281 | – | 0.08% | – |
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% |