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 | $6,499,781 | +2.8% | 62,909 | +5.5% | 3.88% | +3.3% |
Q2 2023 | $6,325,272 | +5.9% | 59,633 | +5.3% | 3.75% | -1.8% |
Q1 2023 | $5,972,250 | +1.6% | 56,609 | +4.2% | 3.82% | -5.4% |
Q4 2022 | $5,879,590 | +19.8% | 54,335 | +5.1% | 4.04% | +8.1% |
Q3 2022 | $4,906,000 | -6.5% | 51,711 | +0.3% | 3.74% | -1.9% |
Q2 2022 | $5,246,000 | -6.1% | 51,579 | +3.6% | 3.81% | +8.6% |
Q1 2022 | $5,589,000 | +3.8% | 49,795 | +3.7% | 3.51% | +2.3% |
Q4 2021 | $5,382,000 | +16.2% | 48,007 | +7.1% | 3.43% | +4.8% |
Q3 2021 | $4,633,000 | +0.8% | 44,825 | +2.2% | 3.27% | -1.3% |
Q2 2021 | $4,594,000 | +34.1% | 43,847 | +29.3% | 3.31% | +7.4% |
Q1 2021 | $3,427,000 | +24.3% | 33,905 | +12.6% | 3.08% | +13.3% |
Q4 2020 | $2,756,000 | – | 30,121 | – | 2.72% | – |
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% |