VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,949,898 | -1.0% | 105,979 | +1.7% | 0.04% | -2.3% |
| Q2 2023 | $11,055,337 | +105259.2% | 104,226 | +4.8% | 0.04% | -4.4% |
| Q1 2023 | $10,493 | -33.4% | 99,483 | -31.6% | 0.04% | -43.0% |
| Q4 2022 | $15,745 | -99.9% | 145,512 | +2.5% | 0.08% | +12.9% |
| Q3 2022 | $13,465,000 | +6.5% | 141,929 | +14.1% | 0.07% | +4.5% |
| Q2 2022 | $12,649,000 | -9.4% | 124,390 | +0.0% | 0.07% | 0.0% |
| Q1 2022 | $13,956,000 | +35.0% | 124,342 | +34.8% | 0.07% | +39.6% |
| Q4 2021 | $10,340,000 | +26.7% | 92,241 | +16.8% | 0.05% | +11.6% |
| Q3 2021 | $8,161,000 | +23.2% | 78,981 | +24.9% | 0.04% | +16.2% |
| Q2 2021 | $6,624,000 | +16.8% | 63,240 | +12.7% | 0.04% | -2.6% |
| Q1 2021 | $5,670,000 | -25.6% | 56,106 | -32.7% | 0.04% | -34.5% |
| Q4 2020 | $7,623,000 | +12.0% | 83,313 | -1.0% | 0.06% | -9.4% |
| Q3 2020 | $6,809,000 | +5.3% | 84,150 | +2.5% | 0.06% | -5.9% |
| Q2 2020 | $6,466,000 | +103.9% | 82,077 | +83.1% | 0.07% | +61.9% |
| Q1 2020 | $3,171,000 | -4.8% | 44,823 | +26.1% | 0.04% | 0.0% |
| Q4 2019 | $3,330,000 | +117.2% | 35,535 | +105.6% | 0.04% | +100.0% |
| Q3 2019 | $1,533,000 | +113.8% | 17,282 | +110.8% | 0.02% | +110.0% |
| Q2 2019 | $717,000 | – | 8,200 | – | 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% |