VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 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 | $290,172 | -2.2% | 2,809 | +0.5% | 0.09% | +1.1% |
Q2 2023 | $296,576 | +33.7% | 2,796 | +33.0% | 0.09% | +20.5% |
Q1 2023 | $221,879 | -2.0% | 2,103 | +0.6% | 0.07% | -11.0% |
Q4 2022 | $226,311 | +7.8% | 2,091 | +1.3% | 0.08% | -1.2% |
Q2 2022 | $210,000 | -8.7% | 2,064 | +0.6% | 0.08% | +13.7% |
Q1 2022 | $230,000 | +11.7% | 2,051 | +11.6% | 0.07% | +5.8% |
Q4 2021 | $206,000 | – | 1,838 | – | 0.07% | – |
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% |