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 | $1,215,924 | -14.6% | 11,769 | -12.3% | 0.82% | -17.1% |
Q2 2023 | $1,424,193 | +8.0% | 13,427 | +7.5% | 0.99% | -4.7% |
Q1 2023 | $1,318,229 | +16.9% | 12,495 | +19.9% | 1.04% | +4.0% |
Q4 2022 | $1,127,981 | +14.1% | 10,424 | 0.0% | 1.00% | +9.4% |
Q3 2022 | $989,000 | -5.9% | 10,424 | +0.9% | 0.92% | -2.8% |
Q2 2022 | $1,051,000 | +14.0% | 10,332 | +25.8% | 0.94% | +15.4% |
Q1 2022 | $922,000 | +1.1% | 8,212 | +0.9% | 0.82% | +2.8% |
Q4 2021 | $912,000 | +8.4% | 8,138 | +0.0% | 0.80% | +1.4% |
Q3 2021 | $841,000 | -0.4% | 8,137 | +1.0% | 0.78% | -3.6% |
Q2 2021 | $844,000 | +1.2% | 8,059 | -2.3% | 0.81% | -7.8% |
Q1 2021 | $834,000 | +10.5% | 8,246 | -0.1% | 0.88% | +19.0% |
Q4 2020 | $755,000 | – | 8,254 | – | 0.74% | – |
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% |