VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,879 | -0.7% | 2,797 | -0.4% | 0.03% | -3.1% |
| Q2 2023 | $295,087 | -29.2% | 2,808 | -29.7% | 0.03% | -27.3% |
| Q1 2023 | $416,725 | -23.9% | 3,992 | -22.3% | 0.04% | -29.0% |
| Q4 2022 | $547,867 | +12.7% | 5,140 | +3.4% | 0.06% | +10.7% |
| Q3 2022 | $486,000 | -9.2% | 4,973 | -5.1% | 0.06% | 0.0% |
| Q2 2022 | $535,000 | -38.4% | 5,240 | -32.3% | 0.06% | -28.2% |
| Q1 2022 | $868,000 | +296.3% | 7,741 | +296.6% | 0.08% | +387.5% |
| Q4 2021 | $219,000 | +8.4% | 1,952 | +1.8% | 0.02% | -5.9% |
| Q3 2021 | $202,000 | -1.0% | 1,918 | -2.2% | 0.02% | 0.0% |
| Q2 2021 | $204,000 | -72.4% | 1,962 | -75.9% | 0.02% | -76.7% |
| Q4 2020 | $740,000 | -25.3% | 8,153 | -32.7% | 0.07% | -33.6% |
| Q3 2020 | $990,000 | -26.6% | 12,111 | +1552.3% | 0.11% | -31.2% |
| Q2 2020 | $1,349,000 | -49.5% | 733 | -98.1% | 0.16% | -57.2% |
| Q1 2020 | $2,673,000 | -85.6% | 38,230 | -63.4% | 0.37% | -61.9% |
| Q4 2019 | $18,598,000 | -25.4% | 104,411 | -62.8% | 0.98% | -71.1% |
| Q3 2019 | $24,922,000 | +11438.0% | 280,869 | +9941.8% | 3.40% | +5209.4% |
| Q4 2018 | $216,000 | – | 2,797 | – | 0.06% | – |
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% |