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 | $15,077,987 | -2.7% | 145,935 | -0.1% | 4.55% | -0.8% |
| Q2 2023 | $15,500,926 | -2.2% | 146,139 | -2.7% | 4.59% | -8.3% |
| Q1 2023 | $15,850,959 | -2.9% | 150,246 | -0.4% | 5.00% | -19.5% |
| Q4 2022 | $16,317,419 | +15.1% | 150,794 | +0.9% | 6.21% | +6.7% |
| Q3 2022 | $14,173,000 | -4.6% | 149,379 | +2.3% | 5.82% | -8.2% |
| Q2 2022 | $14,850,000 | -8.2% | 146,013 | +1.4% | 6.34% | +13.3% |
| Q1 2022 | $16,170,000 | +5.5% | 144,052 | +5.3% | 5.60% | +3.8% |
| Q4 2021 | $15,329,000 | +11.3% | 136,820 | +2.6% | 5.39% | -2.4% |
| Q3 2021 | $13,776,000 | +0.6% | 133,291 | +2.0% | 5.53% | -4.8% |
| Q2 2021 | $13,691,000 | +5.9% | 130,673 | +2.1% | 5.81% | -7.7% |
| Q1 2021 | $12,932,000 | +16.4% | 127,928 | +5.4% | 6.29% | -5.7% |
| Q4 2020 | $11,112,000 | +15.2% | 121,426 | +1.9% | 6.67% | -6.4% |
| Q3 2020 | $9,648,000 | +10.7% | 119,208 | +7.7% | 7.13% | +15.4% |
| Q2 2020 | $8,716,000 | +15.1% | 110,637 | +3.3% | 6.18% | +11.1% |
| Q1 2020 | $7,574,000 | -25.7% | 107,052 | -1.6% | 5.56% | -25.5% |
| Q4 2019 | $10,198,000 | – | 108,824 | – | 7.47% | – |
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% |