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 | $1,167,619 | -2.6% | 11,301 | 0.0% | 0.29% | +1.0% |
Q2 2023 | $1,198,697 | +25.1% | 11,301 | +24.4% | 0.29% | +21.8% |
Q1 2023 | $958,046 | +10.5% | 9,081 | +13.3% | 0.24% | -2.5% |
Q4 2022 | $867,303 | +14.1% | 8,015 | 0.0% | 0.24% | +5.2% |
Q3 2022 | $760,000 | -6.7% | 8,015 | 0.0% | 0.23% | +2.2% |
Q2 2022 | $815,000 | +12.7% | 8,015 | +24.5% | 0.23% | -0.9% |
Q1 2022 | $723,000 | -7.4% | 6,437 | -29.4% | 0.23% | -63.7% |
Q4 2017 | $781,000 | +9.5% | 9,120 | 0.0% | 0.63% | +1.0% |
Q2 2017 | $713,000 | +0.7% | 9,120 | 0.0% | 0.62% | -4.6% |
Q1 2017 | $708,000 | -4.8% | 9,120 | -7.1% | 0.66% | -1.2% |
Q4 2016 | $744,000 | +13.1% | 9,820 | +7.7% | 0.66% | -9.5% |
Q3 2016 | $658,000 | +0.9% | 9,120 | 0.0% | 0.73% | +2.7% |
Q2 2016 | $652,000 | +3.5% | 9,120 | 0.0% | 0.71% | -15.3% |
Q1 2016 | $630,000 | +3.4% | 9,120 | 0.0% | 0.84% | +8.2% |
Q4 2015 | $609,000 | +6.7% | 9,120 | 0.0% | 0.78% | -7.8% |
Q3 2015 | $571,000 | -7.0% | 9,120 | 0.0% | 0.84% | +7.4% |
Q2 2015 | $614,000 | -1.4% | 9,120 | 0.0% | 0.79% | -5.3% |
Q1 2015 | $623,000 | -0.6% | 9,120 | 0.0% | 0.83% | -2.5% |
Q4 2014 | $627,000 | +3.5% | 9,120 | 0.0% | 0.85% | +20.5% |
Q3 2014 | $606,000 | +0.2% | 9,120 | 0.0% | 0.71% | +19.0% |
Q2 2014 | $605,000 | +5.0% | 9,120 | 0.0% | 0.59% | +18.8% |
Q1 2014 | $576,000 | +1.4% | 9,120 | 0.0% | 0.50% | -8.3% |
Q4 2013 | $568,000 | – | 9,120 | – | 0.54% | – |
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% |