VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,256,000 | -6.0% | 13,238 | +0.8% | 0.17% | +1.2% |
| Q2 2022 | $1,336,000 | -8.7% | 13,139 | +0.8% | 0.17% | +8.3% |
| Q1 2022 | $1,463,000 | +2.0% | 13,029 | +2.2% | 0.16% | +9.8% |
| Q4 2021 | $1,434,000 | +5.4% | 12,748 | +0.9% | 0.14% | +0.7% |
| Q3 2021 | $1,360,000 | +3.0% | 12,640 | +0.7% | 0.14% | -2.1% |
| Q2 2021 | $1,320,000 | +0.8% | 12,549 | +0.7% | 0.14% | -11.0% |
| Q1 2021 | $1,309,000 | +11.9% | 12,459 | +0.7% | 0.16% | +1.2% |
| Q4 2020 | $1,170,000 | +14.3% | 12,378 | +0.9% | 0.16% | +2.5% |
| Q3 2020 | $1,024,000 | +40.5% | 12,268 | +19.0% | 0.16% | -20.7% |
| Q1 2020 | $729,000 | – | 10,305 | – | 0.20% | – |
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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% |