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 | $661,351 | +30.8% | 6,401 | +34.2% | 0.31% | +36.6% |
| Q2 2023 | $505,742 | -0.6% | 4,768 | -1.2% | 0.23% | -6.6% |
| Q1 2023 | $509,038 | +0.3% | 4,825 | +2.9% | 0.24% | -2.0% |
| Q4 2022 | $507,613 | +18.6% | 4,691 | +4.0% | 0.25% | -3.5% |
| Q3 2022 | $428,000 | +2.4% | 4,510 | +9.7% | 0.26% | +4.5% |
| Q2 2022 | $418,000 | -8.3% | 4,110 | +1.2% | 0.25% | +2.5% |
| Q1 2022 | $456,000 | +0.7% | 4,060 | +0.4% | 0.24% | +10.6% |
| Q4 2021 | $453,000 | +8.6% | 4,045 | +0.4% | 0.22% | +2.4% |
| Q3 2021 | $417,000 | -0.5% | 4,030 | +0.8% | 0.21% | -4.9% |
| Q2 2021 | $419,000 | +4.8% | 4,000 | +1.0% | 0.22% | -5.5% |
| Q1 2021 | $400,000 | +17.3% | 3,960 | +6.3% | 0.24% | +10.3% |
| Q4 2020 | $341,000 | +13.3% | 3,725 | 0.0% | 0.21% | -2.7% |
| Q3 2020 | $301,000 | -52.9% | 3,725 | -54.1% | 0.22% | -55.5% |
| Q2 2020 | $639,000 | +12.3% | 8,114 | +0.9% | 0.49% | -5.5% |
| Q1 2020 | $569,000 | -36.1% | 8,039 | -15.4% | 0.52% | -19.5% |
| Q4 2019 | $891,000 | – | 9,505 | – | 0.65% | – |
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% |