VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $635,005 | -82.9% | 6,146 | -82.4% | 0.21% | -71.0% |
| Q2 2023 | $3,704,800 | +15.1% | 34,928 | +14.4% | 0.72% | +10.4% |
| Q1 2023 | $3,219,783 | -4.3% | 30,519 | -1.8% | 0.66% | -9.0% |
| Q4 2022 | $3,364,253 | +19.6% | 31,090 | +4.8% | 0.72% | +9.7% |
| Q3 2022 | $2,814,000 | 0.0% | 29,656 | +7.2% | 0.66% | +14.6% |
| Q2 2022 | $2,814,000 | -11.3% | 27,675 | -2.1% | 0.57% | +8.3% |
| Q1 2022 | $3,172,000 | -9.9% | 28,256 | -10.1% | 0.53% | -5.9% |
| Q4 2021 | $3,522,000 | +422.6% | 31,418 | +326.5% | 0.56% | +296.5% |
| Q4 2020 | $674,000 | – | 7,367 | – | 0.14% | – |
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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% |