VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,493 | -1.9% | 43 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $4,579 | -73.8% | 43 | -74.1% | 0.00% | -78.6% |
| Q1 2023 | $17,502 | +10.2% | 166 | +12.9% | 0.01% | +16.7% |
| Q4 2022 | $15,880 | +22.2% | 147 | +9.7% | 0.01% | +9.1% |
| Q3 2022 | $13,000 | +8.3% | 134 | +17.5% | 0.01% | +10.0% |
| Q2 2022 | $12,000 | 0.0% | 114 | +5.6% | 0.01% | +25.0% |
| Q1 2022 | $12,000 | 0.0% | 108 | +0.9% | 0.01% | 0.0% |
| Q4 2021 | $12,000 | +20.0% | 107 | +15.1% | 0.01% | +14.3% |
| Q3 2021 | $10,000 | +42.9% | 93 | +36.8% | 0.01% | +40.0% |
| Q2 2021 | $7,000 | – | 68 | – | 0.01% | – |
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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% |