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 | $37,253,043 | -2.6% | 360,560 | 0.0% | 21.14% | -8.6% |
| Q2 2023 | $38,244,583 | -6.2% | 360,560 | -6.7% | 23.14% | -22.2% |
| Q1 2023 | $40,767,083 | -2.5% | 386,418 | 0.0% | 29.74% | -18.7% |
| Q4 2022 | $41,814,275 | +15.1% | 386,418 | +0.9% | 36.58% | -4.5% |
| Q3 2022 | $36,335,000 | -6.0% | 382,953 | +0.8% | 38.29% | -0.7% |
| Q2 2022 | $38,651,000 | -8.6% | 380,046 | +0.8% | 38.57% | +8.8% |
| Q1 2022 | $42,307,000 | +0.7% | 376,899 | +0.6% | 35.47% | +4.2% |
| Q4 2021 | $42,005,000 | – | 374,680 | – | 34.04% | – |
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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% |