VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,640 | -2.6% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $212,140 | +0.5% | 2,000 | 0.0% | 0.02% | -5.0% |
| Q1 2023 | $211,000 | -2.5% | 2,000 | 0.0% | 0.02% | -9.1% |
| Q4 2022 | $216,420 | +6.6% | 2,000 | 0.0% | 0.02% | +4.8% |
| Q2 2022 | $203,000 | -16.5% | 2,000 | -7.5% | 0.02% | 0.0% |
| Q1 2022 | $243,000 | +8.5% | 2,163 | +8.2% | 0.02% | 0.0% |
| Q4 2021 | $224,000 | +8.2% | 2,000 | -0.1% | 0.02% | 0.0% |
| Q3 2021 | $207,000 | -1.4% | 2,002 | +0.1% | 0.02% | -8.7% |
| Q2 2021 | $210,000 | +4.0% | 2,000 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $202,000 | -1.9% | 2,000 | -11.1% | 0.02% | -11.1% |
| Q4 2020 | $206,000 | -20.2% | 2,250 | -18.2% | 0.03% | -38.6% |
| Q4 2019 | $258,000 | -60.8% | 2,750 | -64.3% | 0.04% | -52.7% |
| Q3 2019 | $659,000 | +114.0% | 7,702 | +118.8% | 0.09% | +75.5% |
| Q2 2019 | $308,000 | +2.0% | 3,520 | 0.0% | 0.05% | -3.6% |
| Q1 2019 | $302,000 | – | 3,520 | – | 0.06% | – |
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% |