VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1 | -96.3% | 8 | -96.9% | 0.00% | -100.0% |
| Q2 2023 | $27 | +3.8% | 255 | +3.2% | 0.01% | 0.0% |
| Q1 2023 | $26 | -3.7% | 247 | 0.0% | 0.01% | -15.4% |
| Q4 2022 | $27 | -99.9% | 247 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $23,000 | -8.0% | 247 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $25,000 | -10.7% | 247 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $28,000 | 0.0% | 247 | 0.0% | 0.01% | +8.3% |
| Q4 2021 | $28,000 | +300.0% | 247 | +147.0% | 0.01% | +71.4% |
| Q1 2020 | $7,000 | -22.2% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 100 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $9,000 | +12.5% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $8,000 | -11.1% | 100 | 0.0% | 0.01% | +14.3% |
| Q3 2018 | $9,000 | – | 100 | – | 0.01% | – |
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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% |