VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $419,968 | -3.5% | 4,065 | -0.9% | 0.18% | -1.1% |
| Q2 2023 | $435,071 | +1.1% | 4,102 | +0.6% | 0.18% | -1.1% |
| Q1 2023 | $430,306 | -3.1% | 4,079 | -0.7% | 0.18% | -6.7% |
| Q4 2022 | $444,281 | +13.9% | 4,106 | -0.1% | 0.19% | +4.9% |
| Q3 2022 | $390,000 | +19.3% | 4,111 | +28.0% | 0.18% | +21.7% |
| Q2 2022 | $327,000 | +26.3% | 3,212 | +39.0% | 0.15% | +31.0% |
| Q1 2022 | $259,000 | 0.0% | 2,310 | 0.0% | 0.12% | 0.0% |
| Q4 2021 | $259,000 | +8.4% | 2,310 | -0.1% | 0.12% | -13.4% |
| Q3 2021 | $239,000 | -1.6% | 2,313 | -0.3% | 0.13% | -5.6% |
| Q2 2021 | $243,000 | +20.9% | 2,319 | +18.1% | 0.14% | +8.4% |
| Q1 2021 | $201,000 | – | 1,964 | – | 0.13% | – |
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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% |