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 | $241,729 | -2.1% | 2,327 | 0.0% | 0.07% | +7.9% |
| Q2 2023 | $246,825 | +0.5% | 2,327 | 0.0% | 0.06% | -3.1% |
| Q1 2023 | $245,499 | -2.5% | 2,327 | 0.0% | 0.06% | -4.4% |
| Q4 2022 | $251,805 | +13.9% | 2,327 | 0.0% | 0.07% | +9.7% |
| Q3 2022 | $221,000 | -6.8% | 2,327 | 0.0% | 0.06% | -6.1% |
| Q2 2022 | $237,000 | -9.2% | 2,327 | 0.0% | 0.07% | +10.0% |
| Q1 2022 | $261,000 | 0.0% | 2,327 | 0.0% | 0.06% | +1.7% |
| Q4 2021 | $261,000 | +8.8% | 2,327 | 0.0% | 0.06% | -1.7% |
| Q3 2021 | $240,000 | -1.6% | 2,327 | 0.0% | 0.06% | -6.2% |
| Q2 2021 | $244,000 | +3.8% | 2,327 | 0.0% | 0.06% | -7.2% |
| Q1 2021 | $235,000 | +10.3% | 2,327 | 0.0% | 0.07% | +1.5% |
| Q4 2020 | $213,000 | -26.6% | 2,327 | -35.0% | 0.07% | -32.7% |
| Q3 2020 | $290,000 | +2.8% | 3,579 | 0.0% | 0.10% | -12.9% |
| Q2 2020 | $282,000 | +11.5% | 3,579 | 0.0% | 0.12% | -12.8% |
| Q1 2020 | $253,000 | -24.5% | 3,579 | 0.0% | 0.13% | -10.7% |
| Q4 2019 | $335,000 | +5.3% | 3,579 | 0.0% | 0.15% | -0.7% |
| Q3 2019 | $318,000 | +1.6% | 3,579 | 0.0% | 0.15% | -3.2% |
| Q2 2019 | $313,000 | +2.0% | 3,579 | 0.0% | 0.16% | -2.5% |
| Q1 2019 | $307,000 | -67.1% | 3,579 | -70.1% | 0.16% | -72.7% |
| Q4 2018 | $933,000 | – | 11,965 | – | 0.58% | – |
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% |