VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $751,874 | -1.9% | 7,277 | +0.7% | 0.22% | -4.8% |
| Q2 2023 | $766,155 | -2.8% | 7,223 | -3.3% | 0.23% | -11.8% |
| Q1 2023 | $788,380 | +177.0% | 7,473 | +184.0% | 0.26% | +156.9% |
| Q4 2022 | $284,650 | +14.3% | 2,631 | +0.2% | 0.10% | +6.2% |
| Q3 2022 | $249,000 | -32.9% | 2,627 | -28.0% | 0.10% | -30.9% |
| Q2 2022 | $371,000 | -7.7% | 3,648 | +1.9% | 0.14% | +6.1% |
| Q1 2022 | $402,000 | -9.7% | 3,580 | -9.8% | 0.13% | -9.7% |
| Q4 2021 | $445,000 | +5.2% | 3,969 | -3.1% | 0.14% | +16.0% |
| Q3 2021 | $423,000 | +3.2% | 4,095 | +4.6% | 0.12% | +3.3% |
| Q2 2021 | $410,000 | +9.3% | 3,916 | +5.6% | 0.12% | -5.5% |
| Q1 2021 | $375,000 | +11.9% | 3,710 | +1.5% | 0.13% | +6.7% |
| Q4 2020 | $335,000 | +13.2% | 3,656 | 0.0% | 0.12% | -1.6% |
| Q3 2020 | $296,000 | -2.6% | 3,656 | -5.2% | 0.12% | -26.5% |
| Q2 2020 | $304,000 | +11.4% | 3,856 | 0.0% | 0.17% | -12.2% |
| Q1 2020 | $273,000 | -19.5% | 3,856 | +6.5% | 0.19% | +13.2% |
| Q4 2019 | $339,000 | +5.9% | 3,619 | +0.3% | 0.17% | -11.6% |
| Q3 2019 | $320,000 | +1.6% | 3,608 | 0.0% | 0.19% | -3.1% |
| Q2 2019 | $315,000 | -2.2% | 3,608 | -4.0% | 0.20% | -8.5% |
| Q1 2019 | $322,000 | -3.3% | 3,758 | -12.1% | 0.21% | -17.4% |
| Q4 2018 | $333,000 | -9.0% | 4,273 | +1.7% | 0.26% | +0.4% |
| Q3 2018 | $366,000 | – | 4,200 | – | 0.26% | – |
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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% |