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 | $1,031,797 | +1.1% | 10,096 | +6.2% | 0.42% | +4.7% |
| Q2 2023 | $1,020,551 | -5.6% | 9,503 | -6.6% | 0.40% | -13.4% |
| Q1 2023 | $1,080,892 | -9.5% | 10,173 | -6.2% | 0.46% | -9.0% |
| Q4 2022 | $1,194,460 | -2.0% | 10,840 | -13.3% | 0.51% | -17.2% |
| Q3 2022 | $1,219,000 | -20.1% | 12,506 | -16.3% | 0.62% | -19.3% |
| Q2 2022 | $1,525,000 | +57.4% | 14,941 | +73.0% | 0.76% | +69.3% |
| Q1 2022 | $969,000 | – | 8,635 | – | 0.45% | – |
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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% |