VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 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 | $24,842,089 | -3.7% | 241,219 | -0.8% | 2.59% | -5.5% |
| Q2 2023 | $25,786,926 | -0.6% | 243,112 | -1.1% | 2.74% | -11.3% |
| Q1 2023 | $25,933,915 | -3.0% | 245,819 | -0.5% | 3.09% | -8.8% |
| Q4 2022 | $26,746,832 | +12.5% | 247,175 | -1.3% | 3.39% | -4.9% |
| Q3 2022 | $23,771,000 | -5.4% | 250,537 | +1.4% | 3.56% | -8.3% |
| Q2 2022 | $25,129,000 | -10.9% | 247,088 | -1.6% | 3.89% | -4.9% |
| Q1 2022 | $28,196,000 | -3.0% | 251,187 | -3.1% | 4.09% | -0.6% |
| Q4 2021 | $29,062,000 | +5.9% | 259,223 | -2.3% | 4.11% | -3.6% |
| Q3 2021 | $27,431,000 | -2.8% | 265,418 | -1.5% | 4.27% | -3.6% |
| Q2 2021 | $28,221,000 | +1.0% | 269,359 | -2.6% | 4.43% | -6.6% |
| Q1 2021 | $27,947,000 | +11.2% | 276,460 | +0.6% | 4.74% | +1.7% |
| Q4 2020 | $25,143,000 | +10.2% | 274,752 | -2.6% | 4.66% | -1.9% |
| Q3 2020 | $22,823,000 | +1.8% | 282,011 | -0.9% | 4.75% | -1.6% |
| Q2 2020 | $22,416,000 | – | 284,534 | – | 4.83% | – |
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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% |