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 | $1,639,728 | -6.2% | 15,870 | -3.7% | 0.43% | +2.9% |
Q2 2023 | $1,748,039 | -6.0% | 16,480 | -6.5% | 0.42% | -13.0% |
Q1 2023 | $1,860,152 | +0.0% | 17,632 | +2.6% | 0.48% | -8.8% |
Q4 2022 | $1,859,248 | +19.6% | 17,182 | +4.9% | 0.52% | +5.0% |
Q3 2022 | $1,553,992 | -0.6% | 16,378 | +6.6% | 0.50% | +2.0% |
Q2 2022 | $1,563,000 | -12.7% | 15,369 | -3.7% | 0.49% | +5.2% |
Q1 2022 | $1,791,000 | +3.4% | 15,956 | +3.3% | 0.46% | +4.7% |
Q4 2021 | $1,732,000 | +10.7% | 15,447 | +2.1% | 0.44% | -5.3% |
Q3 2021 | $1,564,000 | -0.3% | 15,129 | +1.0% | 0.47% | +3.5% |
Q2 2021 | $1,569,000 | -2.5% | 14,972 | -5.9% | 0.45% | -18.7% |
Q1 2021 | $1,609,000 | +10.4% | 15,918 | -0.0% | 0.56% | +7.9% |
Q4 2020 | $1,457,000 | +21.7% | 15,922 | +7.6% | 0.52% | +9.8% |
Q3 2020 | $1,197,000 | -1.4% | 14,793 | -4.0% | 0.47% | -13.1% |
Q2 2020 | $1,214,000 | +9.5% | 15,412 | -1.6% | 0.54% | -12.2% |
Q1 2020 | $1,109,000 | -21.1% | 15,669 | +4.4% | 0.62% | +3.0% |
Q4 2019 | $1,406,000 | +12.8% | 15,007 | +6.8% | 0.60% | +8.7% |
Q3 2019 | $1,247,000 | +7.2% | 14,052 | +5.6% | 0.55% | +2.6% |
Q2 2019 | $1,163,000 | +37.1% | 13,307 | +34.5% | 0.54% | +30.1% |
Q1 2019 | $848,000 | +29.1% | 9,896 | +17.4% | 0.41% | +3.3% |
Q4 2018 | $657,000 | – | 8,429 | – | 0.40% | – |
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% |