VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. 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 | $19,428,167 | +6.6% | 188,155 | +9.6% | 1.97% | +5.3% |
| Q2 2023 | $18,221,106 | +28.9% | 171,625 | +28.0% | 1.87% | +15.8% |
| Q1 2023 | $14,140,313 | +27.6% | 134,031 | +30.9% | 1.62% | +14.3% |
| Q4 2022 | $11,078,358 | +61.7% | 102,378 | +41.8% | 1.41% | +36.8% |
| Q3 2022 | $6,850,000 | +63.7% | 72,202 | +75.5% | 1.03% | +53.7% |
| Q2 2022 | $4,185,000 | +267.8% | 41,147 | +305.7% | 0.67% | +250.0% |
| Q1 2022 | $1,138,000 | +109.6% | 10,142 | +93.0% | 0.19% | +52.4% |
| Q3 2021 | $543,000 | -0.9% | 5,256 | +0.4% | 0.13% | -6.0% |
| Q2 2021 | $548,000 | +2.6% | 5,236 | +0.4% | 0.13% | -6.3% |
| Q1 2021 | $534,000 | +2.3% | 5,217 | -6.7% | 0.14% | -11.2% |
| Q4 2020 | $522,000 | – | 5,594 | – | 0.16% | – |
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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% |