VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,041,362 | -4.5% | 10,079 | -1.9% | 0.28% | +2.2% |
Q2 2023 | $1,090,294 | -3.5% | 10,279 | -4.1% | 0.28% | -4.8% |
Q1 2023 | $1,130,327 | -5.2% | 10,714 | -2.7% | 0.29% | -6.7% |
Q4 2022 | $1,191,825 | -0.9% | 11,014 | -2.7% | 0.31% | -5.7% |
Q3 2022 | $1,203,000 | -5.3% | 11,321 | -9.4% | 0.33% | -7.8% |
Q2 2022 | $1,270,000 | -10.2% | 12,490 | -0.9% | 0.36% | -7.5% |
Q1 2022 | $1,415,000 | +5.4% | 12,602 | +5.3% | 0.39% | -14.7% |
Q4 2021 | $1,342,000 | +7.4% | 11,969 | -1.0% | 0.46% | -8.6% |
Q3 2021 | $1,250,000 | -7.4% | 12,096 | -5.2% | 0.50% | -8.6% |
Q2 2021 | $1,350,000 | +4.6% | 12,753 | -0.1% | 0.54% | -5.5% |
Q1 2021 | $1,291,000 | +7.9% | 12,770 | +1.8% | 0.58% | +8.1% |
Q4 2020 | $1,197,000 | +1.9% | 12,543 | -9.5% | 0.53% | -21.7% |
Q3 2020 | $1,175,000 | -7.8% | 13,857 | -11.0% | 0.68% | -13.3% |
Q2 2020 | $1,275,000 | +4.3% | 15,562 | -10.0% | 0.79% | -29.4% |
Q1 2020 | $1,223,000 | +19.9% | 17,287 | +57.0% | 1.11% | +78.5% |
Q4 2019 | $1,020,000 | – | 11,008 | – | 0.62% | – |
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% |