VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,969 | -2.6% | 5,081 | 0.0% | 0.15% | +2.1% |
| Q2 2023 | $538,942 | -1.2% | 5,081 | -1.8% | 0.14% | -9.4% |
| Q1 2023 | $545,752 | -52.1% | 5,173 | -50.9% | 0.16% | -56.1% |
| Q4 2022 | $1,139,668 | +325.2% | 10,532 | +278.2% | 0.36% | +277.1% |
| Q3 2022 | $268,000 | +18.1% | 2,785 | +24.7% | 0.10% | +18.5% |
| Q2 2022 | $227,000 | -9.6% | 2,233 | 0.0% | 0.08% | +17.4% |
| Q1 2022 | $251,000 | -99.9% | 2,233 | 0.0% | 0.07% | +3.0% |
| Q4 2021 | $250,000,000 | – | 2,233 | – | 0.07% | – |
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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% |