VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83,320 | -2.6% | 806 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $85,516 | +0.6% | 806 | 0.0% | 0.06% | -4.8% |
| Q1 2023 | $85,033 | -26.1% | 806 | -24.2% | 0.06% | -33.0% |
| Q4 2022 | $115,115 | +14.0% | 1,064 | 0.0% | 0.09% | +1.1% |
| Q3 2022 | $101,000 | -6.5% | 1,064 | +0.1% | 0.09% | -13.1% |
| Q2 2022 | $108,000 | -6.1% | 1,063 | +3.5% | 0.11% | +15.1% |
| Q1 2022 | $115,000 | +71.6% | 1,027 | +71.2% | 0.09% | +82.4% |
| Q4 2021 | $67,000 | +8.1% | 600 | 0.0% | 0.05% | +4.1% |
| Q3 2021 | $62,000 | -1.6% | 600 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $63,000 | +3.3% | 600 | 0.0% | 0.05% | -3.9% |
| Q1 2021 | $61,000 | +10.9% | 600 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $55,000 | – | 600 | – | 0.05% | – |
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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% |