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 | $332,460 | -2.3% | 3,218 | -0.2% | 0.24% | -2.8% |
| Q2 2023 | $340,216 | 0.0% | 3,225 | 0.0% | 0.25% | 0.0% |
| Q1 2023 | $340,216 | -2.4% | 3,225 | +0.1% | 0.25% | -5.7% |
| Q4 2022 | $348,573 | +18.2% | 3,221 | +3.5% | 0.26% | +12.4% |
| Q3 2022 | $295,000 | -6.6% | 3,113 | +0.1% | 0.23% | +0.9% |
| Q2 2022 | $316,000 | -9.5% | 3,110 | +0.1% | 0.23% | +6.0% |
| Q1 2022 | $349,000 | -2.8% | 3,107 | -3.0% | 0.22% | +0.9% |
| Q4 2021 | $359,000 | -7.5% | 3,204 | -14.6% | 0.22% | -15.3% |
| Q3 2021 | $388,000 | -1.3% | 3,750 | +0.1% | 0.26% | -5.6% |
| Q2 2021 | $393,000 | +4.5% | 3,747 | +0.8% | 0.27% | -3.9% |
| Q1 2021 | $376,000 | +10.6% | 3,719 | +0.1% | 0.28% | -0.7% |
| Q4 2020 | $340,000 | +8.3% | 3,716 | -4.3% | 0.28% | -5.4% |
| Q3 2020 | $314,000 | +2.6% | 3,884 | +0.2% | 0.30% | -7.1% |
| Q2 2020 | $306,000 | -8.1% | 3,878 | -17.7% | 0.32% | -20.3% |
| Q1 2020 | $333,000 | -32.3% | 4,711 | -10.3% | 0.40% | -13.9% |
| Q4 2019 | $492,000 | – | 5,251 | – | 0.47% | – |
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% |