VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $17,635,416 | -22.6% | 167,160 | -20.6% | 9.89% | -18.3% |
| Q4 2022 | $22,782,693 | +13.3% | 210,541 | -0.7% | 12.10% | +22.7% |
| Q3 2022 | $20,115,000 | -18.8% | 212,003 | -12.9% | 9.86% | +2.2% |
| Q2 2022 | $24,764,000 | -16.1% | 243,498 | -7.4% | 9.66% | -13.7% |
| Q1 2022 | $29,515,000 | +2964.9% | 262,940 | +2961.7% | 11.19% | +2775.8% |
| Q4 2021 | $963,000 | +52.1% | 8,588 | +40.2% | 0.39% | +35.5% |
| Q3 2021 | $633,000 | +5.0% | 6,127 | +6.5% | 0.29% | -1.4% |
| Q2 2021 | $603,000 | +108.7% | 5,751 | +101.4% | 0.29% | +74.3% |
| Q1 2021 | $289,000 | +10.7% | 2,856 | +0.1% | 0.17% | +1.2% |
| Q4 2020 | $261,000 | – | 2,853 | – | 0.16% | – |
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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% |