VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,668,513 | -2.2% | 16,149 | +0.4% | 0.75% | +0.1% |
| Q2 2023 | $1,705,732 | +1.6% | 16,081 | +1.0% | 0.75% | -2.1% |
| Q1 2023 | $1,679,367 | -4.3% | 15,918 | -1.8% | 0.77% | -14.1% |
| Q4 2022 | $1,754,462 | +15.5% | 16,213 | +1.2% | 0.90% | +2.6% |
| Q3 2022 | $1,519,000 | -4.8% | 16,014 | +2.1% | 0.87% | -2.2% |
| Q2 2022 | $1,596,000 | -10.1% | 15,692 | -0.8% | 0.89% | +3.6% |
| Q1 2022 | $1,776,000 | +0.1% | 15,825 | +0.0% | 0.86% | +0.8% |
| Q4 2021 | $1,774,000 | +8.5% | 15,823 | +0.0% | 0.85% | -3.8% |
| Q3 2021 | $1,635,000 | -1.3% | 15,822 | +0.0% | 0.89% | -4.8% |
| Q2 2021 | $1,657,000 | +3.6% | 15,820 | +0.0% | 0.93% | -5.0% |
| Q1 2021 | $1,599,000 | +8.8% | 15,818 | -1.5% | 0.98% | +7.2% |
| Q4 2020 | $1,469,000 | +18.7% | 16,057 | +5.0% | 0.92% | +28.5% |
| Q3 2020 | $1,238,000 | -2.9% | 15,299 | -5.5% | 0.71% | -3.9% |
| Q2 2020 | $1,275,000 | +9.6% | 16,182 | -1.6% | 0.74% | -2.2% |
| Q1 2020 | $1,163,000 | -40.2% | 16,444 | -24.9% | 0.76% | -27.1% |
| Q4 2019 | $1,944,000 | -0.3% | 21,910 | +0.0% | 1.04% | +0.9% |
| Q3 2019 | $1,949,000 | -0.1% | 21,908 | -1.9% | 1.03% | -3.0% |
| Q2 2019 | $1,951,000 | -0.9% | 22,333 | -1.8% | 1.06% | +91.7% |
| Q1 2019 | $1,969,000 | – | 22,753 | – | 0.56% | – |
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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% |