VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,879 | +1.4% | 2,825 | 0.0% | 0.14% | -4.2% |
| Q2 2023 | $287,783 | -3.4% | 2,825 | 0.0% | 0.14% | -2.7% |
| Q1 2023 | $298,038 | -15.3% | 2,825 | -13.1% | 0.15% | -10.8% |
| Q4 2022 | $351,683 | +14.2% | 3,250 | 0.0% | 0.17% | -1.8% |
| Q3 2022 | $308,000 | -6.9% | 3,250 | 0.0% | 0.17% | -1.7% |
| Q2 2022 | $331,000 | +7.8% | 3,250 | +18.8% | 0.17% | +9.6% |
| Q1 2022 | $307,000 | -31.6% | 2,735 | -31.7% | 0.16% | +115.1% |
| Q4 2021 | $449,000 | – | 4,005 | – | 0.07% | – |
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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% |