VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475,048 | -8.5% | 4,598 | -6.1% | 0.21% | +1.5% |
| Q2 2023 | $519,317 | +6.1% | 4,896 | +6.3% | 0.20% | -16.4% |
| Q1 2023 | $489,252 | -2.2% | 4,604 | -0.4% | 0.24% | +6.1% |
| Q4 2022 | $500,271 | +14.5% | 4,623 | +0.5% | 0.23% | +3.6% |
| Q3 2022 | $437,000 | -13.6% | 4,601 | -7.5% | 0.22% | -13.6% |
| Q2 2022 | $506,000 | +2.0% | 4,972 | +12.5% | 0.26% | +16.8% |
| Q1 2022 | $496,000 | +0.2% | 4,420 | +0.2% | 0.22% | +10.6% |
| Q4 2021 | $495,000 | +22.5% | 4,411 | +12.7% | 0.20% | +5.3% |
| Q3 2021 | $404,000 | +13.8% | 3,914 | +16.0% | 0.19% | +17.4% |
| Q2 2021 | $355,000 | +2.6% | 3,374 | +1.3% | 0.16% | -5.3% |
| Q1 2021 | $346,000 | +1472.7% | 3,330 | +1133.3% | 0.17% | +1207.7% |
| Q3 2020 | $22,000 | – | 270 | – | 0.01% | – |
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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% |