VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,275 | -2.6% | 661 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $70,092 | +0.5% | 661 | 0.0% | 0.02% | -4.8% |
| Q1 2023 | $69,715 | -2.5% | 661 | 0.0% | 0.02% | -8.7% |
| Q4 2022 | $71,505 | +13.5% | 661 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $63,000 | -6.0% | 661 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $67,000 | -9.5% | 661 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $74,000 | 0.0% | 661 | 0.0% | 0.02% | +4.3% |
| Q4 2021 | $74,000 | +8.8% | 661 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $68,000 | -1.4% | 661 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $69,000 | +3.0% | 661 | 0.0% | 0.02% | -8.0% |
| Q1 2021 | $67,000 | +11.7% | 661 | +0.6% | 0.02% | +8.7% |
| Q4 2020 | $60,000 | – | 657 | – | 0.02% | – |
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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% |