VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,418,379 | +5.2% | 13,728 | +10.2% | 0.32% | -2.5% |
| Q2 2023 | $1,348,031 | 0.0% | 12,458 | 0.0% | 0.32% | -1.2% |
| Q1 2023 | $1,348,031 | 0.0% | 12,458 | 0.0% | 0.33% | +0.3% |
| Q4 2022 | $1,348,031 | +6.4% | 12,458 | -1.3% | 0.33% | -0.3% |
| Q3 2022 | $1,267,000 | -1.2% | 12,621 | +1.7% | 0.33% | +1.9% |
| Q2 2022 | $1,282,000 | -2.0% | 12,414 | +6.5% | 0.32% | +7.0% |
| Q1 2022 | $1,308,000 | +6.2% | 11,655 | +6.1% | 0.30% | +1.7% |
| Q4 2021 | $1,232,000 | +37.8% | 10,988 | +27.1% | 0.30% | +25.0% |
| Q3 2021 | $894,000 | +22.8% | 8,645 | +24.5% | 0.24% | +23.6% |
| Q2 2021 | $728,000 | -12.4% | 6,946 | -15.5% | 0.19% | -20.4% |
| Q1 2021 | $831,000 | +29.4% | 8,218 | +17.1% | 0.24% | +17.6% |
| Q4 2020 | $642,000 | +23.9% | 7,020 | +9.6% | 0.20% | +102.0% |
| Q3 2020 | $518,000 | +13.1% | 6,404 | +10.0% | 0.10% | -41.6% |
| Q2 2020 | $458,000 | +252.3% | 5,820 | +216.5% | 0.17% | +174.6% |
| Q1 2020 | $130,000 | -9.7% | 1,839 | +19.7% | 0.06% | +8.6% |
| Q4 2019 | $144,000 | -12.7% | 1,536 | -17.6% | 0.06% | +3.6% |
| Q3 2019 | $165,000 | +1.2% | 1,863 | 0.0% | 0.06% | -13.8% |
| Q2 2019 | $163,000 | +1.9% | 1,863 | 0.0% | 0.06% | -3.0% |
| Q1 2019 | $160,000 | +9.6% | 1,863 | -0.5% | 0.07% | -6.9% |
| Q4 2018 | $146,000 | – | 1,873 | – | 0.07% | – |
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% |