VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638 | -5.1% | 6,171 | -3.2% | 0.17% | +13.6% |
| Q1 2023 | $672 | -1.6% | 6,374 | +1.0% | 0.15% | -10.4% |
| Q4 2022 | $683 | -99.9% | 6,311 | +0.2% | 0.16% | 0.0% |
| Q3 2022 | $598,000 | -6.6% | 6,301 | +0.1% | 0.16% | -6.3% |
| Q2 2022 | $640,000 | -9.2% | 6,294 | +0.1% | 0.18% | -2.8% |
| Q1 2022 | $705,000 | +0.1% | 6,285 | +0.1% | 0.18% | -4.8% |
| Q4 2021 | $704,000 | +6.5% | 6,279 | -0.5% | 0.19% | -17.1% |
| Q2 2021 | $661,000 | +3.3% | 6,310 | +0.1% | 0.23% | -2.6% |
| Q1 2021 | $640,000 | +11.1% | 6,303 | +0.1% | 0.23% | -10.0% |
| Q4 2020 | $576,000 | +13.2% | 6,296 | +0.1% | 0.26% | -4.1% |
| Q3 2020 | $509,000 | +2.8% | 6,287 | +0.1% | 0.27% | -5.9% |
| Q2 2020 | $495,000 | +11.7% | 6,279 | +0.2% | 0.29% | -6.2% |
| Q1 2020 | $443,000 | -22.3% | 6,268 | +3.1% | 0.31% | -11.0% |
| Q4 2019 | $570,000 | – | 6,078 | – | 0.34% | – |
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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% |