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 | $422,166 | -4.5% | 4,086 | -2.0% | 0.17% | -2.3% |
| Q2 2023 | $442,206 | +2.6% | 4,169 | +2.0% | 0.17% | +8.1% |
| Q1 2023 | $431,073 | -2.5% | 4,086 | 0.0% | 0.16% | -10.6% |
| Q4 2022 | $442,146 | +68.1% | 4,086 | +57.9% | 0.18% | +78.2% |
| Q2 2022 | $263,000 | -9.3% | 2,587 | 0.0% | 0.10% | -1.0% |
| Q1 2022 | $290,000 | +32.4% | 2,587 | +10.7% | 0.10% | +4.1% |
| Q4 2019 | $219,000 | +5.8% | 2,336 | 0.0% | 0.10% | -21.6% |
| Q3 2019 | $207,000 | +1.5% | 2,336 | 0.0% | 0.12% | +5.0% |
| Q2 2019 | $204,000 | -38.6% | 2,336 | -39.7% | 0.12% | -39.6% |
| Q1 2019 | $332,000 | +9.9% | 3,871 | 0.0% | 0.20% | -14.0% |
| Q4 2018 | $302,000 | – | 3,871 | – | 0.23% | – |
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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% |