VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,683,356 | -2.6% | 55,007 | +0.0% | 3.98% | -3.2% |
| Q2 2023 | $5,834,457 | +1.1% | 55,006 | +0.6% | 4.11% | -2.8% |
| Q1 2023 | $5,771,000 | -1.3% | 54,701 | +1.3% | 4.23% | -7.6% |
| Q4 2022 | $5,844,577 | +13.6% | 54,011 | -0.4% | 4.57% | +8.6% |
| Q3 2022 | $5,145,000 | -6.4% | 54,227 | +0.4% | 4.21% | -0.1% |
| Q2 2022 | $5,494,000 | -6.5% | 54,024 | +3.2% | 4.22% | +8.6% |
| Q1 2022 | $5,877,000 | +2.1% | 52,354 | +2.0% | 3.88% | +3.7% |
| Q4 2021 | $5,757,000 | +10.4% | 51,347 | +1.8% | 3.74% | +14.9% |
| Q3 2021 | $5,215,000 | +1.5% | 50,462 | +2.9% | 3.26% | +5.4% |
| Q2 2021 | $5,138,000 | +3.4% | 49,046 | -0.2% | 3.09% | -5.9% |
| Q1 2021 | $4,967,000 | +14.4% | 49,137 | +3.5% | 3.28% | +5.0% |
| Q4 2020 | $4,343,000 | +10.0% | 47,467 | -1.1% | 3.13% | -1.5% |
| Q3 2020 | $3,949,000 | -11.4% | 47,981 | -9.8% | 3.17% | -9.2% |
| Q2 2020 | $4,455,000 | +6.4% | 53,165 | -10.2% | 3.49% | -15.7% |
| Q1 2020 | $4,188,000 | -12.3% | 59,202 | +16.2% | 4.14% | +7.0% |
| Q4 2019 | $4,774,000 | +9.7% | 50,939 | +3.9% | 3.87% | -17.0% |
| Q3 2019 | $4,351,000 | – | 49,034 | – | 4.66% | – |
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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% |