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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97,199,530 | +5.3% | 940,762 | +8.1% | 0.96% | +3.5% |
| Q2 2023 | $92,307,418 | -1.9% | 870,250 | -2.4% | 0.92% | -9.4% |
| Q1 2023 | $94,106,944 | -2.1% | 892,009 | +0.5% | 1.02% | +19.4% |
| Q4 2022 | $96,083,987 | -99.9% | 887,940 | -54.1% | 0.85% | -13.0% |
| Q3 2022 | $91,835,744,000 | +77367.1% | 1,933,896 | +65.9% | 0.98% | -19.4% |
| Q2 2022 | $118,548,000 | +7.5% | 1,165,661 | +18.7% | 1.22% | +6.1% |
| Q1 2022 | $110,263,000 | +4.4% | 982,295 | +4.3% | 1.15% | +7.4% |
| Q4 2021 | $105,624,000 | +8.6% | 942,149 | +0.1% | 1.07% | +9.9% |
| Q3 2021 | $97,284,000 | +3.5% | 941,311 | +5.0% | 0.97% | -8.7% |
| Q2 2021 | $93,955,000 | +9.7% | 896,776 | +5.8% | 1.07% | -2.0% |
| Q1 2021 | $85,667,000 | +23.2% | 847,431 | +10.6% | 1.09% | +35.0% |
| Q4 2020 | $69,528,000 | -99.9% | 766,230 | +6.8% | 0.81% | -25.4% |
| Q3 2020 | $57,908,000,000 | – | 717,451 | – | 1.08% | – |
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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% |