VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $897,850 | +89.8% | 8,690 | +94.9% | 0.06% | -1.7% |
| Q2 2023 | $472,966 | -49.3% | 4,459 | -50.1% | 0.06% | -3.3% |
| Q1 2023 | $932,534 | +113.8% | 8,932 | +121.6% | 0.06% | +3.4% |
| Q4 2022 | $436,195 | +66.5% | 4,031 | +69.3% | 0.06% | +70.6% |
| Q3 2022 | $262,000 | -3.3% | 2,381 | -5.0% | 0.03% | 0.0% |
| Q2 2022 | $271,000 | -0.7% | 2,506 | -2.2% | 0.03% | -5.6% |
| Q1 2022 | $273,000 | +2.6% | 2,562 | +8.1% | 0.04% | +20.0% |
| Q4 2021 | $266,000 | +0.4% | 2,369 | -2.5% | 0.03% | 0.0% |
| Q3 2021 | $265,000 | -3.3% | 2,429 | -6.8% | 0.03% | -6.2% |
| Q2 2021 | $274,000 | -1.8% | 2,605 | -3.1% | 0.03% | -5.9% |
| Q1 2021 | $279,000 | +4.9% | 2,688 | -3.7% | 0.03% | -2.9% |
| Q4 2020 | $266,000 | +16.7% | 2,790 | -0.9% | 0.04% | +2.9% |
| Q3 2020 | $228,000 | -14.9% | 2,815 | -17.3% | 0.03% | -24.4% |
| Q2 2020 | $268,000 | +20.7% | 3,403 | +8.5% | 0.04% | +2.3% |
| Q1 2020 | $222,000 | -5.1% | 3,135 | +4.6% | 0.04% | -18.5% |
| Q2 2017 | $234,000 | -3.7% | 2,996 | -4.4% | 0.05% | -6.9% |
| Q1 2017 | $243,000 | +2.5% | 3,135 | +0.1% | 0.06% | -4.9% |
| Q4 2016 | $237,000 | +5.3% | 3,131 | +0.2% | 0.06% | 0.0% |
| Q3 2016 | $225,000 | +0.9% | 3,125 | +0.1% | 0.06% | -1.6% |
| Q2 2016 | $223,000 | +3.7% | 3,121 | +0.2% | 0.06% | 0.0% |
| Q1 2016 | $215,000 | – | 3,116 | – | 0.06% | – |
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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% |