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 | $1,427,779 | -3.4% | 13,819 | -0.8% | 0.37% | -7.5% |
| Q2 2023 | $1,477,449 | -3.2% | 13,929 | -3.7% | 0.40% | -9.3% |
| Q1 2023 | $1,525,952 | +13.5% | 14,464 | +16.4% | 0.44% | +2.1% |
| Q4 2022 | $1,344,509 | +17.4% | 12,425 | +3.0% | 0.43% | +5.7% |
| Q3 2022 | $1,145,000 | -4.3% | 12,068 | +2.7% | 0.41% | +7.4% |
| Q2 2022 | $1,196,000 | -2.8% | 11,756 | +7.2% | 0.38% | +5.3% |
| Q1 2022 | $1,231,000 | +3.3% | 10,968 | +3.2% | 0.36% | +10.4% |
| Q4 2021 | $1,192,000 | +3.4% | 10,629 | -4.7% | 0.33% | -7.9% |
| Q3 2021 | $1,153,000 | -2.3% | 11,155 | -0.9% | 0.35% | -6.1% |
| Q2 2021 | $1,180,000 | +7.0% | 11,261 | +3.2% | 0.38% | -3.1% |
| Q1 2021 | $1,103,000 | +9.1% | 10,916 | -1.2% | 0.39% | +2.6% |
| Q4 2020 | $1,011,000 | +6.6% | 11,052 | -5.6% | 0.38% | -7.3% |
| Q3 2020 | $948,000 | -2.8% | 11,712 | -5.4% | 0.41% | -18.5% |
| Q2 2020 | $975,000 | -4.2% | 12,375 | -14.0% | 0.50% | -19.4% |
| Q1 2020 | $1,018,000 | -46.2% | 14,395 | -28.7% | 0.62% | -28.1% |
| Q4 2019 | $1,892,000 | +3.9% | 20,189 | -1.6% | 0.87% | -15.3% |
| Q3 2019 | $1,821,000 | -6.1% | 20,519 | -7.5% | 1.02% | -4.8% |
| Q2 2019 | $1,939,000 | +0.2% | 22,189 | -1.8% | 1.08% | -3.2% |
| Q1 2019 | $1,935,000 | +14.2% | 22,585 | +3.9% | 1.11% | -1.5% |
| Q4 2018 | $1,695,000 | -9.0% | 21,733 | +1.7% | 1.13% | +5.6% |
| Q3 2018 | $1,862,000 | +4.8% | 21,379 | -0.0% | 1.07% | -2.3% |
| Q2 2018 | $1,776,000 | -7.5% | 21,384 | -8.2% | 1.09% | -8.8% |
| Q1 2018 | $1,921,000 | -9.1% | 23,292 | -5.7% | 1.20% | -13.1% |
| Q4 2017 | $2,114,000 | +3.7% | 24,693 | -1.8% | 1.38% | +4.6% |
| Q3 2017 | $2,038,000 | +8.9% | 25,137 | +5.0% | 1.32% | +0.2% |
| Q2 2017 | $1,872,000 | +1.3% | 23,949 | +0.6% | 1.32% | -4.0% |
| Q1 2017 | $1,848,000 | +6.9% | 23,805 | +4.4% | 1.37% | -5.5% |
| Q4 2016 | $1,728,000 | – | 22,801 | – | 1.45% | – |
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% |