VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420,155 | -2.3% | 4,066 | +0.3% | 0.25% | 0.0% |
| Q2 2023 | $430,077 | +0.9% | 4,054 | +0.3% | 0.25% | -4.9% |
| Q1 2023 | $426,361 | -2.2% | 4,041 | +0.3% | 0.26% | -11.7% |
| Q4 2022 | $436,102 | +20.5% | 4,030 | +5.6% | 0.30% | +19.7% |
| Q3 2022 | $362,000 | +4.0% | 3,816 | +11.5% | 0.25% | +0.4% |
| Q2 2022 | $348,000 | +16.0% | 3,422 | +28.1% | 0.25% | +30.5% |
| Q1 2022 | $300,000 | +26.1% | 2,671 | +25.6% | 0.19% | +30.1% |
| Q4 2021 | $238,000 | +8.2% | 2,126 | 0.0% | 0.15% | +1.4% |
| Q3 2021 | $220,000 | -1.3% | 2,126 | 0.0% | 0.14% | +5.1% |
| Q2 2021 | $223,000 | +3.7% | 2,126 | 0.0% | 0.14% | -1.4% |
| Q1 2021 | $215,000 | – | 2,126 | – | 0.14% | – |
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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% |