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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,529,806 | -34.1% | 24,485 | -32.4% | 0.13% | -31.4% |
| Q2 2023 | $3,840,485 | +49.3% | 36,207 | +48.5% | 0.18% | +17.1% |
| Q1 2023 | $2,571,985 | -11.2% | 24,379 | -9.0% | 0.16% | -23.3% |
| Q4 2022 | $2,897,647 | +11.6% | 26,778 | -2.2% | 0.21% | -3.7% |
| Q3 2022 | $2,597,000 | -2.7% | 27,370 | +4.3% | 0.21% | -3.6% |
| Q2 2022 | $2,670,000 | +1.4% | 26,252 | +11.9% | 0.22% | +18.7% |
| Q1 2022 | $2,634,000 | -8.7% | 23,468 | -8.8% | 0.19% | -13.0% |
| Q4 2021 | $2,884,000 | +31.3% | 25,728 | +21.1% | 0.22% | -28.6% |
| Q3 2021 | $2,196,000 | +54.5% | 21,244 | +56.6% | 0.30% | +18.5% |
| Q2 2021 | $1,421,000 | +9.1% | 13,567 | +5.4% | 0.25% | +0.8% |
| Q1 2021 | $1,302,000 | – | 12,876 | – | 0.25% | – |
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% |