VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,807 | -1.9% | 2,273 | +0.8% | 0.14% | +2.2% |
| Q2 2023 | $239,271 | +1.4% | 2,256 | +0.8% | 0.14% | -3.5% |
| Q1 2023 | $235,997 | -1.8% | 2,237 | +0.7% | 0.14% | -8.4% |
| Q4 2022 | $240,345 | +13.9% | 2,221 | 0.0% | 0.16% | +3.3% |
| Q3 2022 | $211,000 | -6.6% | 2,221 | 0.0% | 0.15% | -10.7% |
| Q2 2022 | $226,000 | -9.2% | 2,221 | 0.0% | 0.17% | -7.2% |
| Q1 2022 | $249,000 | 0.0% | 2,221 | 0.0% | 0.18% | +2.8% |
| Q4 2021 | $249,000 | +9.2% | 2,221 | +0.8% | 0.18% | +3.5% |
| Q3 2021 | $228,000 | -0.4% | 2,203 | +0.7% | 0.17% | -6.6% |
| Q2 2021 | $229,000 | +4.1% | 2,187 | +0.7% | 0.18% | -7.1% |
| Q1 2021 | $220,000 | +11.7% | 2,171 | +0.6% | 0.20% | +1.0% |
| Q4 2020 | $197,000 | – | 2,157 | – | 0.19% | – |
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% |