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 | $17,520,402 | -4.2% | 169,574 | -1.6% | 13.97% | +0.7% |
| Q2 2023 | $18,282,037 | +0.5% | 172,358 | -0.4% | 13.87% | -4.8% |
| Q1 2023 | $18,197,489 | +45933.5% | 173,128 | -52.6% | 14.56% | -56.0% |
| Q4 2022 | $39,531 | -99.9% | 365,313 | -0.2% | 33.11% | +5.0% |
| Q3 2022 | $34,979,000 | -6.7% | 366,000 | -0.7% | 31.55% | -18.1% |
| Q2 2022 | $37,474,000 | -9.7% | 368,545 | +0.4% | 38.50% | +23.5% |
| Q1 2022 | $41,500,000 | +201.7% | 367,256 | +199.3% | 31.17% | +188.4% |
| Q4 2021 | $13,757,000 | +7.3% | 122,710 | +1.9% | 10.81% | +5.7% |
| Q3 2021 | $12,820,000 | -0.7% | 120,421 | -1.7% | 10.22% | -4.7% |
| Q2 2021 | $12,911,000 | +6.0% | 122,538 | +2.1% | 10.72% | -5.8% |
| Q1 2021 | $12,177,000 | +14.3% | 120,050 | +3.1% | 11.39% | +5.5% |
| Q4 2020 | $10,657,000 | – | 116,460 | – | 10.80% | – |
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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% |