VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 442 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quaker Wealth Management, LLC | 310,206 | $18,854,000 | 9.89% |
| Beta Wealth Group, Inc. | 125,280 | $7,615,000 | 6.54% |
| American Investment Services, Inc. | 300,000 | $18,234,000 | 5.54% |
| Southern Farm Bureau Life Insurance | 264,185 | $16,057,000 | 3.48% |
| Ackerman Capital Advisors, LLC | 223,032 | $13,556,000 | 3.45% |
| Windsor Creek Advisors, LLC | 89,549 | $5,443,000 | 1.38% |
| FIRST HAWAIIAN BANK | 427,237 | $25,968,000 | 1.19% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 36,036 | $2,190,000 | 0.79% |
| Human Investing LLC | 45,554 | $2,769,000 | 0.78% |
| BANK OF HAWAII | 189,237 | $11,502,000 | 0.74% |