VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $295,213 | -2.3% | 2,857 | +0.2% | 0.19% | +0.5% |
| Q2 2023 | $302,293 | +0.9% | 2,850 | +0.3% | 0.19% | -7.9% |
| Q1 2023 | $299,698 | -5.3% | 2,841 | -2.9% | 0.20% | -15.8% |
| Q4 2022 | $316,480 | +10.7% | 2,925 | +5.6% | 0.24% | -15.5% |
| Q3 2022 | $286,000 | 0.0% | 2,769 | 0.0% | 0.28% | 0.0% |
| Q2 2022 | $286,000 | -6.8% | 2,769 | +1.4% | 0.28% | +12.7% |
| Q1 2022 | $307,000 | -16.3% | 2,732 | -16.5% | 0.25% | -16.8% |
| Q4 2021 | $367,000 | +28.3% | 3,271 | +18.1% | 0.30% | +6.7% |
| Q3 2021 | $286,000 | +22.7% | 2,769 | +24.6% | 0.28% | +24.6% |
| Q2 2021 | $233,000 | +210.7% | 2,223 | +169.5% | 0.23% | +216.7% |
| Q4 2020 | $75,000 | – | 825 | – | 0.07% | – |
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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% |