VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $13,798,615 | +33.2% | 127,517 | +16.8% | 7.51% | +23.2% |
| Q3 2022 | $10,360,000 | -13.8% | 109,193 | -7.6% | 6.09% | -1.1% |
| Q2 2022 | $12,022,000 | -6.0% | 118,212 | +3.7% | 6.16% | +13.3% |
| Q1 2022 | $12,796,000 | +10.8% | 113,999 | +10.7% | 5.44% | +12.6% |
| Q4 2021 | $11,549,000 | +29.6% | 103,017 | +19.5% | 4.83% | +14.0% |
| Q3 2021 | $8,908,000 | +6.7% | 86,193 | +8.1% | 4.23% | +6.2% |
| Q2 2021 | $8,351,000 | +16.4% | 79,711 | +12.3% | 3.99% | +1.8% |
| Q1 2021 | $7,177,000 | +14.5% | 70,998 | +3.6% | 3.92% | +13.5% |
| Q4 2020 | $6,270,000 | +17.2% | 68,519 | +3.6% | 3.45% | +0.1% |
| Q3 2020 | $5,351,000 | +6.2% | 66,123 | +3.4% | 3.45% | -6.9% |
| Q2 2020 | $5,039,000 | – | 63,965 | – | 3.70% | – |
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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% |