VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,278,815 | -3.6% | 219,907 | +0.9% | 3.03% | -3.1% |
| Q2 2023 | $23,118,999 | +3.8% | 217,960 | +3.3% | 3.12% | -9.4% |
| Q1 2023 | $22,263,174 | -1.7% | 211,025 | +0.9% | 3.45% | -1.0% |
| Q4 2022 | $22,640,624 | +16.2% | 209,229 | +1.9% | 3.48% | +7.2% |
| Q3 2022 | $19,478,000 | -7.9% | 205,289 | -1.3% | 3.25% | +0.6% |
| Q2 2022 | $21,156,000 | -9.1% | 208,025 | +0.3% | 3.23% | -0.6% |
| Q1 2022 | $23,282,000 | +4.5% | 207,412 | +4.4% | 3.25% | +2.5% |
| Q4 2021 | $22,276,000 | +9.8% | 198,697 | +1.3% | 3.17% | -1.1% |
| Q3 2021 | $20,282,000 | -0.0% | 196,241 | +1.3% | 3.20% | -1.6% |
| Q2 2021 | $20,289,000 | +5.6% | 193,650 | +1.9% | 3.25% | -1.2% |
| Q1 2021 | $19,210,000 | +12.1% | 190,025 | +1.4% | 3.29% | +3.0% |
| Q4 2020 | $17,143,000 | +13.3% | 187,340 | +0.2% | 3.20% | -4.6% |
| Q3 2020 | $15,136,000 | +2.5% | 187,030 | -0.2% | 3.35% | -3.2% |
| Q2 2020 | $14,770,000 | +11.8% | 187,484 | +0.4% | 3.46% | -2.8% |
| Q1 2020 | $13,206,000 | -24.0% | 186,657 | +0.7% | 3.56% | -2.5% |
| Q4 2019 | $17,370,000 | +4.5% | 185,360 | -0.1% | 3.65% | -0.5% |
| Q3 2019 | $16,629,000 | +3.3% | 185,472 | +0.7% | 3.67% | -2.5% |
| Q2 2019 | $16,092,000 | +3.2% | 184,163 | +1.2% | 3.76% | -2.4% |
| Q1 2019 | $15,594,000 | +13.0% | 182,042 | +2.9% | 3.86% | -4.7% |
| Q4 2018 | $13,794,000 | – | 176,868 | – | 4.05% | – |
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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% |