VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $758,782 | -2.6% | 7,344 | 0.0% | 0.26% | -0.8% |
| Q2 2023 | $778,978 | +0.5% | 7,344 | 0.0% | 0.26% | -8.5% |
| Q1 2023 | $774,792 | +42.9% | 7,344 | +28.5% | 0.28% | +10.2% |
| Q4 2022 | $542,049 | +0.0% | 5,713 | 0.0% | 0.26% | +0.4% |
| Q3 2022 | $542,000 | -7.7% | 5,713 | 0.0% | 0.26% | -19.8% |
| Q2 2022 | $587,000 | -8.4% | 5,713 | 0.0% | 0.32% | -0.3% |
| Q1 2022 | $641,000 | +39.7% | 5,713 | +39.5% | 0.32% | +38.7% |
| Q4 2021 | $459,000 | +8.5% | 4,095 | 0.0% | 0.23% | -3.8% |
| Q3 2021 | $423,000 | -1.9% | 4,095 | 0.0% | 0.24% | -0.8% |
| Q2 2021 | $431,000 | +4.1% | 4,095 | 0.0% | 0.24% | -11.7% |
| Q1 2021 | $414,000 | +10.4% | 4,095 | 0.0% | 0.27% | -2.2% |
| Q4 2020 | $375,000 | +13.3% | 4,095 | 0.0% | 0.28% | -17.7% |
| Q3 2020 | $331,000 | +3.8% | 4,095 | 0.0% | 0.34% | -7.4% |
| Q2 2020 | $319,000 | +8.1% | 4,095 | 0.0% | 0.37% | +20.8% |
| Q1 2020 | $295,000 | -60.7% | 4,095 | -48.8% | 0.30% | -56.9% |
| Q4 2019 | $750,000 | – | 8,004 | – | 0.70% | – |
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% |