VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $2,521,978 | +5.9% | 22,592 | -2.0% | 1.47% | -2.9% |
Q3 2023 | $2,382,176 | +9.0% | 23,056 | +11.9% | 1.52% | +9.9% |
Q2 2023 | $2,186,240 | +16.4% | 20,611 | +15.8% | 1.38% | +9.4% |
Q1 2023 | $1,877,931 | +7.0% | 17,800 | +9.8% | 1.26% | +1.5% |
Q4 2022 | $1,754,981 | +13.6% | 16,218 | -0.4% | 1.24% | +10.8% |
Q3 2022 | $1,545,000 | +67.4% | 16,279 | +79.3% | 1.12% | +87.6% |
Q2 2022 | $923,000 | -7.9% | 9,080 | +1.8% | 0.60% | +4.6% |
Q1 2022 | $1,002,000 | +0.6% | 8,923 | +0.5% | 0.57% | +14.7% |
Q4 2021 | $996,000 | +6.9% | 8,883 | -1.5% | 0.50% | -4.8% |
Q3 2021 | $932,000 | +2.5% | 9,017 | +4.0% | 0.52% | +0.4% |
Q2 2021 | $909,000 | -7.7% | 8,674 | -11.0% | 0.52% | -14.6% |
Q1 2021 | $985,000 | +27.3% | 9,742 | +15.2% | 0.61% | +21.5% |
Q4 2020 | $774,000 | +13.7% | 8,453 | +0.5% | 0.50% | +0.6% |
Q3 2020 | $681,000 | +1.9% | 8,413 | -0.8% | 0.50% | -18.1% |
Q2 2020 | $668,000 | -11.8% | 8,484 | -20.7% | 0.61% | -29.1% |
Q1 2020 | $757,000 | – | 10,700 | – | 0.86% | – |
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% |