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 | $6,621,911 | -2.8% | 64,091 | -0.2% | 3.93% | -4.8% |
| Q2 2023 | $6,810,041 | -1.7% | 64,203 | -2.2% | 4.13% | +4.3% |
| Q1 2023 | $6,924,311 | -6.2% | 65,633 | -3.8% | 3.96% | -11.9% |
| Q4 2022 | $7,380,926 | +12.8% | 68,209 | -1.1% | 4.49% | +0.6% |
| Q3 2022 | $6,546,000 | -7.5% | 68,991 | -0.8% | 4.46% | -2.8% |
| Q2 2022 | $7,076,000 | -10.7% | 69,577 | -1.4% | 4.59% | +2.3% |
| Q1 2022 | $7,925,000 | -6.6% | 70,599 | -6.7% | 4.48% | -6.3% |
| Q4 2021 | $8,487,000 | +9.3% | 75,703 | +0.7% | 4.78% | -1.8% |
| Q3 2021 | $7,766,000 | -6.4% | 75,140 | -5.1% | 4.87% | -2.7% |
| Q2 2021 | $8,294,000 | +4.2% | 79,165 | +0.6% | 5.01% | -3.1% |
| Q1 2021 | $7,957,000 | +9.7% | 78,715 | -0.7% | 5.17% | +0.9% |
| Q4 2020 | $7,251,000 | +21.3% | 79,240 | +7.3% | 5.12% | -0.1% |
| Q3 2020 | $5,978,000 | -3.5% | 73,869 | -6.1% | 5.12% | -4.5% |
| Q2 2020 | $6,196,000 | -20.3% | 78,654 | -28.4% | 5.37% | -32.4% |
| Q1 2020 | $7,776,000 | -25.3% | 109,914 | -1.0% | 7.94% | -1.8% |
| Q4 2019 | $10,403,000 | -1.7% | 111,012 | -6.9% | 8.08% | -6.7% |
| Q3 2019 | $10,578,000 | +1.1% | 119,215 | -0.4% | 8.66% | -1.9% |
| Q2 2019 | $10,460,000 | +2.2% | 119,704 | +0.2% | 8.83% | -0.4% |
| Q1 2019 | $10,235,000 | +9.8% | 119,483 | +0.0% | 8.87% | -6.3% |
| Q4 2018 | $9,318,000 | -10.4% | 119,481 | +0.1% | 9.46% | +2.4% |
| Q3 2018 | $10,400,000 | +4.4% | 119,420 | -0.4% | 9.24% | +3.3% |
| Q2 2018 | $9,960,000 | -0.2% | 119,923 | -0.9% | 8.95% | -1.5% |
| Q1 2018 | $9,982,000 | -4.4% | 121,008 | -0.8% | 9.09% | -3.7% |
| Q4 2017 | $10,441,000 | +6.8% | 121,928 | +1.1% | 9.44% | +1.5% |
| Q3 2017 | $9,780,000 | +4.0% | 120,638 | +0.3% | 9.30% | -0.5% |
| Q2 2017 | $9,402,000 | +2.0% | 120,288 | +1.3% | 9.35% | +1.7% |
| Q1 2017 | $9,220,000 | +3.6% | 118,738 | +1.1% | 9.19% | +0.0% |
| Q4 2016 | $8,898,000 | – | 117,428 | – | 9.19% | – |
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% |