VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 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 | $420,617 | +0.2% | 4,071 | +2.9% | 0.21% | +3.9% |
| Q2 2023 | $419,777 | -16.5% | 3,958 | -16.9% | 0.20% | -21.3% |
| Q1 2023 | $502,478 | +46.1% | 4,763 | +49.9% | 0.26% | +38.7% |
| Q4 2022 | $343,810 | +6.8% | 3,177 | -5.0% | 0.19% | -3.6% |
| Q3 2022 | $322,000 | +8.1% | 3,343 | +14.1% | 0.19% | +13.5% |
| Q2 2022 | $298,000 | -10.2% | 2,929 | +0.5% | 0.17% | +6.2% |
| Q1 2022 | $332,000 | -0.3% | 2,913 | -2.0% | 0.16% | -3.0% |
| Q4 2021 | $333,000 | -1.2% | 2,972 | -7.4% | 0.16% | -12.7% |
| Q3 2021 | $337,000 | -4.0% | 3,211 | -4.3% | 0.19% | -6.0% |
| Q2 2021 | $351,000 | +0.6% | 3,354 | -0.9% | 0.20% | +4.7% |
| Q1 2021 | $349,000 | +11.5% | 3,386 | -0.9% | 0.19% | +6.7% |
| Q4 2020 | $313,000 | -6.3% | 3,418 | -17.3% | 0.18% | -16.3% |
| Q3 2020 | $334,000 | +3.1% | 4,133 | +0.5% | 0.22% | -6.9% |
| Q2 2020 | $324,000 | -37.3% | 4,111 | -43.8% | 0.23% | -47.6% |
| Q1 2020 | $517,000 | -5.8% | 7,310 | +24.8% | 0.44% | 0.0% |
| Q4 2019 | $549,000 | – | 5,858 | – | 0.44% | – |
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% |