VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $552 | +17.4% | 5,343 | +20.6% | 0.06% | +23.5% |
| Q2 2023 | $470 | -20.1% | 4,430 | -20.5% | 0.05% | -26.1% |
| Q1 2023 | $588 | -13.3% | 5,574 | -11.0% | 0.07% | -4.2% |
| Q4 2022 | $678 | -99.9% | 6,264 | -2.8% | 0.07% | +7.5% |
| Q3 2022 | $612,000 | +8.5% | 6,447 | +16.2% | 0.07% | -11.8% |
| Q2 2022 | $564,000 | -6.3% | 5,547 | +3.4% | 0.08% | +43.4% |
| Q1 2022 | $602,000 | +8.7% | 5,364 | +8.6% | 0.05% | +17.8% |
| Q4 2021 | $554,000 | +9.7% | 4,939 | +1.1% | 0.04% | +7.1% |
| Q3 2021 | $505,000 | +30.2% | 4,883 | +31.8% | 0.04% | -14.3% |
| Q2 2021 | $388,000 | +6.9% | 3,704 | +3.1% | 0.05% | -14.0% |
| Q1 2021 | $363,000 | +68.1% | 3,593 | +51.7% | 0.06% | +62.9% |
| Q4 2020 | $216,000 | -14.6% | 2,368 | -26.2% | 0.04% | -66.7% |
| Q2 2020 | $253,000 | – | 3,208 | – | 0.10% | – |
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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% |