VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,732 | -4.5% | 3,714 | -2.0% | 0.40% | +0.5% |
| Q2 2023 | $402,000 | +3.9% | 3,789 | +3.4% | 0.39% | -1.0% |
| Q1 2023 | $387,000 | -1.8% | 3,664 | +0.6% | 0.40% | -12.1% |
| Q4 2022 | $394,000 | +8.5% | 3,643 | -4.8% | 0.45% | -17.2% |
| Q3 2022 | $363,000 | -4.5% | 3,827 | +2.5% | 0.55% | -3.5% |
| Q2 2022 | $380,000 | -63.6% | 3,733 | -59.9% | 0.57% | -55.4% |
| Q4 2021 | $1,044,000 | -82.4% | 9,311 | -83.5% | 1.27% | -46.2% |
| Q2 2021 | $5,922,000 | +7.4% | 56,521 | +3.6% | 2.36% | -18.3% |
| Q1 2021 | $5,514,000 | +7.6% | 54,549 | -2.6% | 2.89% | -4.5% |
| Q4 2020 | $5,126,000 | +7.4% | 56,019 | -5.0% | 3.03% | -13.6% |
| Q3 2020 | $4,774,000 | -9.1% | 58,993 | -11.5% | 3.50% | -26.9% |
| Q2 2020 | $5,251,000 | +6.3% | 66,659 | -4.5% | 4.79% | -13.4% |
| Q1 2020 | $4,938,000 | -22.1% | 69,801 | +3.2% | 5.53% | +3.3% |
| Q4 2019 | $6,340,000 | – | 67,659 | – | 5.36% | – |
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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% |