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 | $5,085,720 | +1.6% | 49,223 | +4.3% | 2.10% | +4.9% |
| Q2 2023 | $5,005,549 | +1.4% | 47,191 | +0.9% | 2.00% | +1.8% |
| Q1 2023 | $4,934,928 | -0.2% | 46,777 | +2.4% | 1.97% | -4.8% |
| Q4 2022 | $4,942,881 | +13.6% | 45,679 | +6.8% | 2.06% | +11.3% |
| Q3 2022 | $4,352,000 | 0.0% | 42,788 | 0.0% | 1.86% | 0.0% |
| Q2 2022 | $4,352,000 | -0.6% | 42,788 | +9.7% | 1.86% | +13.3% |
| Q1 2022 | $4,380,000 | +2.2% | 39,016 | +2.1% | 1.64% | +2.4% |
| Q4 2021 | $4,285,000 | +9.6% | 38,225 | +1.1% | 1.60% | +9.6% |
| Q3 2021 | $3,908,000 | -0.8% | 37,818 | +0.6% | 1.46% | +1.8% |
| Q2 2021 | $3,938,000 | +8.3% | 37,588 | +4.5% | 1.43% | -3.3% |
| Q1 2021 | $3,636,000 | +11.8% | 35,968 | +1.2% | 1.48% | +4.1% |
| Q4 2020 | $3,253,000 | +13.7% | 35,553 | +0.6% | 1.42% | -2.9% |
| Q3 2020 | $2,860,000 | -0.2% | 35,342 | -2.8% | 1.47% | -9.6% |
| Q2 2020 | $2,865,000 | +0.2% | 36,366 | -10.0% | 1.62% | -18.2% |
| Q1 2020 | $2,858,000 | -16.1% | 40,403 | +11.2% | 1.98% | -10.0% |
| Q4 2019 | $3,406,000 | +9.3% | 36,342 | +3.5% | 2.20% | -1.7% |
| Q3 2019 | $3,116,000 | +24.4% | 35,115 | +9.3% | 2.24% | -1.9% |
| Q2 2019 | $2,505,000 | -14.3% | 32,124 | -5.7% | 2.29% | +23.1% |
| Q1 2019 | $2,922,000 | +16.6% | 34,065 | +6.0% | 1.86% | -2.4% |
| Q4 2018 | $2,505,000 | – | 32,124 | – | 1.90% | – |
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% |