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 | $11,636,397 | -4.1% | 112,625 | -1.6% | 1.37% | -2.6% |
| Q2 2023 | $12,138,068 | -3.7% | 114,435 | -4.2% | 1.40% | -10.8% |
| Q1 2023 | $12,606,623 | -0.3% | 119,494 | +2.3% | 1.57% | -3.5% |
| Q4 2022 | $12,645,233 | +16.1% | 116,858 | +1.8% | 1.63% | +4.8% |
| Q3 2022 | $10,891,000 | -8.9% | 114,785 | -2.3% | 1.55% | -4.7% |
| Q2 2022 | $11,949,000 | -9.6% | 117,491 | -0.2% | 1.63% | -7.1% |
| Q1 2022 | $13,217,000 | -0.2% | 117,744 | -0.3% | 1.75% | +6.5% |
| Q4 2021 | $13,246,000 | +12.4% | 118,150 | +3.6% | 1.65% | +0.7% |
| Q3 2021 | $11,784,000 | -1.3% | 114,016 | +0.0% | 1.64% | -3.3% |
| Q2 2021 | $11,945,000 | +0.3% | 114,008 | -3.2% | 1.69% | -8.7% |
| Q1 2021 | $11,908,000 | +12.0% | 117,800 | +1.4% | 1.85% | -11.6% |
| Q4 2020 | $10,632,000 | +13.0% | 116,188 | -0.0% | 2.10% | -1.6% |
| Q3 2020 | $9,407,000 | -2.6% | 116,239 | -5.2% | 2.13% | -12.5% |
| Q2 2020 | $9,658,000 | +10.5% | 122,600 | -0.8% | 2.44% | +4.4% |
| Q1 2020 | $8,743,000 | -24.1% | 123,579 | +0.5% | 2.33% | -8.9% |
| Q4 2019 | $11,524,000 | – | 122,971 | – | 2.56% | – |
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% |