VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 433 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $774,116 | +3.9% | 12,508 | +6.1% | 0.20% | +14.1% |
| Q2 2023 | $744,867 | +4.4% | 11,786 | +2.3% | 0.18% | -3.3% |
| Q1 2023 | $713,392 | +6.3% | 11,516 | +2.2% | 0.18% | -3.2% |
| Q4 2022 | $671,406 | -21.1% | 11,271 | -31.1% | 0.19% | -31.0% |
| Q3 2022 | $850,963 | -9.8% | 16,352 | +2.0% | 0.27% | -7.1% |
| Q2 2022 | $943,000 | -9.2% | 16,029 | +4.4% | 0.30% | +9.7% |
| Q1 2022 | $1,038,000 | +9.0% | 15,350 | +8.3% | 0.27% | +10.2% |
| Q4 2021 | $952,000 | +25.4% | 14,172 | +23.4% | 0.24% | +7.0% |
| Q3 2021 | $759,000 | +6.3% | 11,489 | +9.3% | 0.23% | +10.7% |
| Q2 2021 | $714,000 | +67.2% | 10,509 | +60.9% | 0.21% | +39.2% |
| Q1 2021 | $427,000 | +8.4% | 6,531 | +0.8% | 0.15% | +6.5% |
| Q4 2020 | $394,000 | +38.7% | 6,482 | +18.9% | 0.14% | +25.2% |
| Q3 2020 | $284,000 | +8.4% | 5,450 | +6.4% | 0.11% | -5.1% |
| Q2 2020 | $262,000 | +24.8% | 5,122 | +10.5% | 0.12% | 0.0% |
| Q1 2020 | $210,000 | -21.6% | 4,637 | +10.2% | 0.12% | +2.6% |
| Q4 2019 | $268,000 | +8.9% | 4,208 | +1.7% | 0.11% | +5.6% |
| Q3 2019 | $246,000 | +22.4% | 4,138 | +26.6% | 0.11% | +16.1% |
| Q2 2019 | $201,000 | – | 3,269 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| High Net Worth Advisory Group LLC | 37,428 | $2,488,838 | 0.92% |
| Montecito Bank & Trust | 41,082 | $2,731,542 | 0.59% |
| Capital Investment Advisors, LLC | 249,262 | $16,573,423 | 0.42% |
| StrongBox Wealth, LLC | 7,911 | $526,002 | 0.31% |
| Anchor Investment Management, LLC | 20,328 | $1,351,639 | 0.16% |
| First National Bank of Mount Dora, Trust Investment Services | 7,148 | $475,270 | 0.13% |
| CGN Advisors LLC | 10,393 | $691,031 | 0.10% |
| Bartlett & Co. LLC | 30,478 | $2,024 | 0.03% |
| MASSMUTUAL TRUST CO FSB/ADV | 9,098 | $604,926 | 0.02% |