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 | $16,531 | -5.1% | 160 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $17,427 | -87.8% | 160 | -88.1% | 0.01% | -88.1% |
| Q1 2023 | $143,379 | -1.3% | 1,342 | 0.0% | 0.04% | -8.7% |
| Q4 2022 | $145,218 | +14.3% | 1,342 | 0.0% | 0.05% | +4.5% |
| Q3 2022 | $127,000 | -6.6% | 1,342 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $136,000 | -9.9% | 1,342 | 0.0% | 0.05% | -4.2% |
| Q1 2022 | $151,000 | +0.7% | 1,342 | 0.0% | 0.05% | -7.7% |
| Q4 2021 | $150,000 | +7.9% | 1,342 | 0.0% | 0.05% | -3.7% |
| Q3 2021 | $139,000 | +2.2% | 1,342 | 0.0% | 0.05% | -8.5% |
| Q1 2021 | $136,000 | +142.9% | 1,342 | +109.0% | 0.06% | +68.6% |
| Q2 2019 | $56,000 | +1.8% | 642 | 0.0% | 0.04% | -5.4% |
| Q1 2019 | $55,000 | +10.0% | 642 | 0.0% | 0.04% | -2.6% |
| Q4 2018 | $50,000 | -9.1% | 642 | +1.9% | 0.04% | +5.6% |
| Q3 2018 | $55,000 | +3.8% | 630 | -1.9% | 0.04% | -2.7% |
| Q2 2018 | $53,000 | 0.0% | 642 | 0.0% | 0.04% | +5.7% |
| Q1 2018 | $53,000 | +278.6% | 642 | +301.2% | 0.04% | +288.9% |
| Q4 2017 | $14,000 | -80.3% | 160 | -81.8% | 0.01% | -80.9% |
| Q3 2017 | $71,000 | +2.9% | 880 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $69,000 | +1.5% | 880 | 0.0% | 0.05% | -4.1% |
| Q1 2017 | $68,000 | +1.5% | 880 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $67,000 | – | 880 | – | 0.05% | – |
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% |