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 | $509,085 | -2.6% | 4,927 | 0.0% | 0.12% | -3.4% |
| Q2 2023 | $522,629 | +4.3% | 4,927 | +3.8% | 0.12% | -6.3% |
| Q1 2023 | $500,936 | -16.8% | 4,748 | -14.7% | 0.13% | -35.2% |
| Q4 2022 | $602,428 | +24.2% | 5,567 | +8.9% | 0.20% | +20.2% |
| Q3 2022 | $485,000 | -5.6% | 5,110 | +1.0% | 0.16% | -2.4% |
| Q2 2022 | $514,000 | -20.4% | 5,059 | -12.1% | 0.17% | -12.1% |
| Q1 2022 | $646,000 | +1.9% | 5,757 | +1.8% | 0.19% | +3.8% |
| Q4 2021 | $634,000 | +22.2% | 5,656 | +12.6% | 0.18% | +7.6% |
| Q3 2021 | $519,000 | +31.4% | 5,021 | +33.1% | 0.17% | +28.8% |
| Q2 2021 | $395,000 | +43.1% | 3,772 | +38.1% | 0.13% | +20.0% |
| Q1 2021 | $276,000 | +35.3% | 2,732 | -5.5% | 0.11% | -26.7% |
| Q1 2020 | $204,000 | -19.4% | 2,890 | +7.2% | 0.15% | +10.3% |
| Q4 2019 | $253,000 | – | 2,695 | – | 0.14% | – |
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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% |