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 | $3,591,496 | -3.1% | 34,762 | -0.5% | 1.13% | -1.5% |
| Q2 2023 | $3,704,762 | +57.1% | 34,927 | +56.2% | 1.15% | -27.6% |
| Q1 2023 | $2,358,437 | +5.2% | 22,355 | -5.4% | 1.59% | -6.9% |
| Q3 2022 | $2,242,000 | -8.0% | 23,629 | -1.4% | 1.71% | -5.0% |
| Q2 2022 | $2,437,000 | -54.6% | 23,961 | -49.9% | 1.80% | +8.3% |
| Q1 2022 | $5,373,000 | +92.6% | 47,864 | +92.3% | 1.66% | -6.6% |
| Q4 2021 | $2,790,000 | -53.1% | 24,887 | -56.7% | 1.78% | -11.9% |
| Q3 2021 | $5,949,000 | +74.4% | 57,541 | +76.7% | 2.02% | -15.3% |
| Q2 2021 | $3,412,000 | -3.4% | 32,571 | -6.8% | 2.38% | -8.8% |
| Q1 2021 | $3,532,000 | +6.3% | 34,937 | -3.8% | 2.61% | +4.9% |
| Q4 2020 | $3,324,000 | +4.7% | 36,319 | -7.4% | 2.49% | -1.7% |
| Q3 2020 | $3,175,000 | -2.3% | 39,214 | -52.4% | 2.53% | -5.4% |
| Q2 2020 | $3,249,000 | +8.3% | 82,395 | +94.3% | 2.68% | -8.4% |
| Q1 2020 | $3,000,000 | -30.7% | 42,404 | -8.3% | 2.92% | -14.3% |
| Q4 2019 | $4,330,000 | – | 46,250 | – | 3.41% | – |
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% |