VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,603 | +2.5% | 2,019 | +5.3% | 0.15% | +6.4% |
| Q2 2023 | $203,442 | -15.6% | 1,918 | -16.0% | 0.14% | -19.5% |
| Q1 2023 | $240,962 | -2.5% | 2,284 | 0.0% | 0.17% | -10.3% |
| Q4 2022 | $247,152 | +7.9% | 2,284 | -3.7% | 0.19% | -0.5% |
| Q3 2022 | $229,000 | -5.0% | 2,372 | 0.0% | 0.20% | -7.6% |
| Q2 2022 | $241,000 | -10.1% | 2,372 | -0.6% | 0.21% | +3.9% |
| Q1 2022 | $268,000 | -0.4% | 2,386 | -0.5% | 0.20% | -2.4% |
| Q4 2021 | $269,000 | -10.6% | 2,398 | -17.7% | 0.21% | -18.8% |
| Q3 2021 | $301,000 | -3.5% | 2,912 | -2.3% | 0.26% | -4.5% |
| Q2 2021 | $312,000 | -4.6% | 2,982 | -7.8% | 0.27% | -13.0% |
| Q1 2021 | $327,000 | -1.2% | 3,234 | -10.6% | 0.31% | -5.2% |
| Q4 2020 | $331,000 | – | 3,619 | – | 0.32% | – |
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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% |