VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. 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 | $707,277 | -1.3% | 6,846 | +1.3% | 0.12% | +0.9% |
Q2 2023 | $716,764 | +8.6% | 6,757 | +8.0% | 0.12% | -1.7% |
Q1 2023 | $660,261 | +8.8% | 6,258 | +11.6% | 0.12% | +1.7% |
Q4 2022 | $606,718 | +45.5% | 5,607 | +27.5% | 0.12% | +29.2% |
Q3 2022 | $417,000 | -24.9% | 4,399 | -25.7% | 0.09% | -55.5% |
Q4 2019 | $555,000 | +20.1% | 5,919 | +13.7% | 0.20% | +9.3% |
Q3 2019 | $462,000 | – | 5,208 | – | 0.18% | – |
Download |
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% |