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 | $2,731,695 | -11.4% | 26,439 | -9.0% | 0.27% | -14.2% |
| Q2 2023 | $3,082,412 | -42.3% | 29,060 | -41.8% | 0.32% | -44.8% |
| Q1 2023 | $5,346,220 | -15.6% | 49,921 | -14.8% | 0.57% | -16.4% |
| Q4 2022 | $6,337,719 | +44.0% | 58,569 | +26.2% | 0.69% | +33.4% |
| Q3 2022 | $4,402,000 | -29.2% | 46,392 | -24.1% | 0.52% | -24.2% |
| Q2 2022 | $6,220,000 | -18.3% | 61,157 | -9.8% | 0.68% | -6.2% |
| Q1 2022 | $7,614,000 | +198.7% | 67,829 | +198.4% | 0.72% | +214.8% |
| Q4 2021 | $2,549,000 | -7.0% | 22,730 | -14.3% | 0.23% | -13.5% |
| Q3 2021 | $2,741,000 | -15.3% | 26,513 | -14.2% | 0.27% | -14.2% |
| Q2 2021 | $3,236,000 | +59.7% | 30,884 | +54.1% | 0.31% | +102.6% |
| Q1 2021 | $2,026,000 | +10.5% | 20,040 | 0.0% | 0.15% | -28.5% |
| Q4 2020 | $1,834,000 | – | 20,040 | – | 0.21% | – |
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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% |