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 | $1,191,373 | -15.6% | 11,531 | -13.3% | 0.14% | -13.9% |
| Q2 2023 | $1,411,145 | -4.3% | 13,304 | -4.8% | 0.17% | -9.8% |
| Q1 2023 | $1,473,930 | -7.4% | 13,971 | -5.0% | 0.18% | -12.8% |
| Q4 2022 | $1,592,074 | +13.3% | 14,713 | -0.6% | 0.21% | -0.9% |
| Q3 2022 | $1,405,000 | -7.7% | 14,806 | -1.1% | 0.21% | -6.6% |
| Q2 2022 | $1,523,000 | -16.7% | 14,976 | -8.1% | 0.23% | -9.5% |
| Q1 2022 | $1,829,000 | -1.0% | 16,293 | -1.1% | 0.25% | -1.9% |
| Q4 2021 | $1,848,000 | +0.7% | 16,479 | -7.2% | 0.26% | -10.8% |
| Q3 2021 | $1,836,000 | +27.8% | 17,766 | +29.5% | 0.29% | +23.6% |
| Q2 2021 | $1,437,000 | -36.8% | 13,720 | -39.0% | 0.23% | -37.7% |
| Q1 2021 | $2,273,000 | -5.8% | 22,488 | -14.7% | 0.37% | -33.9% |
| Q4 2020 | $2,412,000 | -13.6% | 26,362 | -23.6% | 0.57% | -33.8% |
| Q3 2020 | $2,791,000 | +1.2% | 34,485 | -1.5% | 0.86% | +0.8% |
| Q2 2020 | $2,757,000 | – | 34,998 | – | 0.85% | – |
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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% |