VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,508,300 | +0.3% | 24,277 | +2.9% | 1.29% | +14.9% |
| Q2 2023 | $2,501,660 | -6.6% | 23,585 | -6.0% | 1.13% | +67.3% |
| Q1 2023 | $2,679,481 | +260.0% | 25,096 | +264.8% | 0.67% | +86.4% |
| Q4 2022 | $744,377 | +38.1% | 6,879 | +21.1% | 0.36% | -0.8% |
| Q3 2022 | $539,000 | -88.1% | 5,679 | -87.3% | 0.36% | -13.5% |
| Q2 2022 | $4,542,000 | +765.1% | 44,671 | +854.7% | 0.42% | +166.5% |
| Q1 2022 | $525,000 | -78.4% | 4,679 | -78.4% | 0.16% | -16.4% |
| Q4 2021 | $2,431,000 | +294.6% | 21,673 | +263.8% | 0.19% | +1.1% |
| Q3 2021 | $616,000 | -68.2% | 5,958 | -67.8% | 0.19% | -7.4% |
| Q2 2021 | $1,936,000 | – | 18,478 | – | 0.20% | – |
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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% |