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 | $7,307 | +0.9% | 70,719 | +3.6% | 1.52% | -2.9% |
Q2 2023 | $7,241 | +6.3% | 68,264 | +5.7% | 1.57% | -7.5% |
Q1 2023 | $6,814 | +4.9% | 64,589 | +7.6% | 1.70% | -0.8% |
Q4 2022 | $6,497 | -99.9% | 60,039 | +5.7% | 1.71% | +13.8% |
Q3 2022 | $5,390,000 | -0.7% | 56,809 | +6.4% | 1.50% | +7.2% |
Q2 2022 | $5,429,000 | -1.6% | 53,382 | +8.6% | 1.40% | -27.5% |
Q1 2022 | $5,516,000 | +2.0% | 49,142 | +1.9% | 1.94% | +54.4% |
Q4 2021 | $5,408,000 | +38.9% | 48,241 | +28.1% | 1.25% | +24.4% |
Q3 2021 | $3,893,000 | -1.7% | 37,669 | -0.4% | 1.01% | -3.3% |
Q2 2021 | $3,961,000 | +9.1% | 37,806 | +5.3% | 1.04% | +7.8% |
Q1 2021 | $3,630,000 | +15.2% | 35,912 | +4.3% | 0.97% | +0.9% |
Q4 2020 | $3,150,000 | +23.6% | 34,423 | +9.3% | 0.96% | -8.5% |
Q3 2020 | $2,549,000 | +34.8% | 31,494 | +31.2% | 1.05% | +19.1% |
Q2 2020 | $1,891,000 | +88.0% | 24,005 | +122.3% | 0.88% | +49.6% |
Q4 2019 | $1,006,000 | – | 10,798 | – | 0.59% | – |
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% |