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 | $4,021,983 | -3.5% | 38,927 | -1.0% | 0.10% | -81.9% |
| Q2 2023 | $4,169,833 | +3.6% | 39,312 | +3.0% | 0.55% | -5.2% |
| Q1 2023 | $4,025,035 | +37.2% | 38,152 | +40.8% | 0.58% | +28.5% |
| Q4 2022 | $2,932,885 | +187.3% | 27,104 | +151.9% | 0.45% | +169.6% |
| Q3 2022 | $1,021,000 | -6.7% | 10,758 | +0.0% | 0.17% | -3.4% |
| Q2 2022 | $1,094,000 | -50.2% | 10,753 | -45.1% | 0.17% | -39.6% |
| Q1 2022 | $2,197,000 | +121.7% | 19,591 | +121.5% | 0.29% | +123.3% |
| Q4 2021 | $991,000 | +17.3% | 8,844 | +8.2% | 0.13% | +5.7% |
| Q3 2021 | $845,000 | -1.3% | 8,174 | 0.0% | 0.12% | -0.8% |
| Q2 2021 | $856,000 | +3.6% | 8,174 | 0.0% | 0.12% | -6.8% |
| Q1 2021 | $826,000 | +10.4% | 8,174 | +0.1% | 0.13% | +23.4% |
| Q4 2020 | $748,000 | +14.2% | 8,169 | +0.9% | 0.11% | -0.9% |
| Q3 2020 | $655,000 | +42.7% | 8,097 | +38.9% | 0.11% | +35.0% |
| Q2 2020 | $459,000 | +88.9% | 5,830 | +53.1% | 0.08% | +70.2% |
| Q1 2020 | $243,000 | -31.7% | 3,809 | +0.3% | 0.05% | -24.2% |
| Q4 2019 | $356,000 | – | 3,799 | – | 0.06% | – |
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% |