VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 405 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,216,449 | -4.9% | 326,651 | -2.9% | 9.85% | +2.7% |
| Q2 2023 | $21,252,550 | +2.0% | 336,275 | +0.0% | 9.60% | -1.3% |
| Q1 2023 | $20,829,698 | +86618.1% | 336,234 | -16.6% | 9.72% | -20.2% |
| Q4 2022 | $24,020 | -99.9% | 403,230 | -0.1% | 12.19% | +10.9% |
| Q3 2022 | $21,001,000 | -6.4% | 403,552 | +5.8% | 10.99% | -3.0% |
| Q2 2022 | $22,442,000 | -11.3% | 381,531 | +2.0% | 11.33% | +3.2% |
| Q1 2022 | $25,298,000 | +4.4% | 374,126 | +3.7% | 10.98% | +6.6% |
| Q4 2021 | $24,227,000 | +16.4% | 360,686 | +13.4% | 10.30% | +6.7% |
| Q1 2021 | $20,815,000 | +10.4% | 318,031 | +2.5% | 9.65% | -2.4% |
| Q4 2020 | $18,854,000 | +10.2% | 310,206 | -5.6% | 9.89% | +7.6% |
| Q3 2020 | $17,112,000 | +12.9% | 328,701 | +11.0% | 9.20% | +1.7% |
| Q2 2020 | $15,153,000 | +39.5% | 296,007 | +23.4% | 9.05% | +17.2% |
| Q1 2020 | $10,864,000 | -26.7% | 239,874 | +3.3% | 7.72% | -12.4% |
| Q4 2019 | $14,817,000 | – | 232,320 | – | 8.81% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| High Net Worth Advisory Group LLC | 37,428 | $2,488,838 | 0.92% |
| Montecito Bank & Trust | 41,082 | $2,731,542 | 0.59% |
| Capital Investment Advisors, LLC | 249,262 | $16,573,423 | 0.42% |
| StrongBox Wealth, LLC | 7,911 | $526,002 | 0.31% |
| Anchor Investment Management, LLC | 20,328 | $1,351,639 | 0.16% |
| First National Bank of Mount Dora, Trust Investment Services | 7,148 | $475,270 | 0.13% |
| CGN Advisors LLC | 10,393 | $691,031 | 0.10% |
| Bartlett & Co. LLC | 30,478 | $2,024 | 0.03% |
| MASSMUTUAL TRUST CO FSB/ADV | 9,098 | $604,926 | 0.02% |