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 | $63,542 | -2.6% | 615 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $65,233 | +0.5% | 615 | 0.0% | 0.02% | -5.6% |
| Q1 2023 | $64,883 | -2.5% | 615 | 0.0% | 0.02% | -10.0% |
| Q4 2022 | $66,549 | +505.0% | 615 | +515.0% | 0.02% | +400.0% |
| Q2 2021 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | +12.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $8,000 | -20.0% | 100 | 0.0% | 0.01% | -28.6% |
| Q4 2019 | $10,000 | – | 100 | – | 0.01% | – |
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% |