VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $677,503 | -3.7% | 6,557 | -1.1% | 0.36% | 0.0% |
| Q2 2023 | $703,401 | -4.7% | 6,631 | -5.2% | 0.36% | -8.7% |
| Q1 2023 | $737,990 | -35.1% | 6,995 | -33.4% | 0.39% | -40.0% |
| Q4 2022 | $1,137,296 | +16.6% | 10,510 | +2.3% | 0.65% | +8.2% |
| Q3 2022 | $975,000 | -3.2% | 10,272 | +3.8% | 0.60% | -1.3% |
| Q2 2022 | $1,007,000 | -7.9% | 9,898 | +1.6% | 0.61% | +1.7% |
| Q1 2022 | $1,093,000 | +0.7% | 9,740 | +0.7% | 0.60% | +1.7% |
| Q4 2021 | $1,085,000 | +8.8% | 9,676 | +0.3% | 0.59% | +0.7% |
| Q3 2021 | $997,000 | +0.4% | 9,646 | +1.8% | 0.58% | -0.2% |
| Q2 2021 | $993,000 | +7.5% | 9,475 | +3.7% | 0.59% | +1.9% |
| Q1 2021 | $924,000 | +25.5% | 9,138 | +13.6% | 0.58% | +16.6% |
| Q4 2020 | $736,000 | +260.8% | 8,045 | +219.2% | 0.49% | +216.0% |
| Q3 2020 | $204,000 | – | 2,520 | – | 0.16% | – |
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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% |