VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,100,858 | +11.5% | 10,655 | +14.5% | 0.29% | +11.9% |
| Q2 2023 | $986,987 | +6.3% | 9,305 | +5.7% | 0.26% | +0.4% |
| Q1 2023 | $928,392 | +4.4% | 8,800 | +7.1% | 0.26% | -2.3% |
| Q4 2022 | $889,435 | +93.8% | 8,220 | +69.8% | 0.27% | +79.7% |
| Q3 2022 | $459,000 | +5.0% | 4,842 | +12.8% | 0.15% | +8.0% |
| Q2 2022 | $437,000 | -99.9% | 4,294 | +28.7% | 0.14% | +29.2% |
| Q1 2022 | $374,000,000 | -0.3% | 3,336 | -0.3% | 0.11% | -56.6% |
| Q4 2021 | $375,000,000 | +99900.0% | 3,345 | -7.9% | 0.24% | +31.9% |
| Q3 2021 | $375,000 | +5.0% | 3,630 | +7.4% | 0.18% | +41.2% |
| Q2 2021 | $357,000 | +13.0% | 3,379 | +8.2% | 0.13% | +6.5% |
| Q1 2021 | $316,000 | – | 3,122 | – | 0.12% | – |
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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% |