VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,382,295 | -7.2% | 100,487 | -4.8% | 3.66% | -6.2% |
| Q2 2023 | $11,192,313 | +3.0% | 105,518 | +2.5% | 3.90% | -2.5% |
| Q1 2023 | $10,863,179 | -3.5% | 102,969 | -1.0% | 4.01% | -10.6% |
| Q4 2022 | $11,252,935 | +27.3% | 103,992 | +11.6% | 4.48% | +4.6% |
| Q3 2022 | $8,840,000 | -5.7% | 93,174 | +1.1% | 4.28% | -4.7% |
| Q2 2022 | $9,374,000 | -9.8% | 92,169 | -0.4% | 4.50% | -12.3% |
| Q1 2022 | $10,387,000 | -1.2% | 92,535 | -1.3% | 5.12% | -3.9% |
| Q4 2021 | $10,514,000 | +7.7% | 93,779 | -0.7% | 5.34% | -11.8% |
| Q3 2021 | $9,760,000 | -3.0% | 94,440 | -1.6% | 6.05% | -5.6% |
| Q2 2021 | $10,060,000 | +0.8% | 96,019 | -2.8% | 6.41% | -7.9% |
| Q1 2021 | $9,981,000 | +8.6% | 98,735 | -1.7% | 6.95% | +0.4% |
| Q4 2020 | $9,190,000 | +6.8% | 100,422 | -5.6% | 6.92% | -4.9% |
| Q3 2020 | $8,608,000 | +1.1% | 106,368 | -1.6% | 7.28% | -5.5% |
| Q2 2020 | $8,513,000 | +3.9% | 108,056 | -6.7% | 7.71% | -10.9% |
| Q1 2020 | $8,194,000 | -24.4% | 115,822 | +0.2% | 8.66% | -8.5% |
| Q4 2019 | $10,837,000 | – | 115,643 | – | 9.46% | – |
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% |