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 | $433,426 | +4.2% | 4,195 | +7.0% | 0.10% | +6.5% |
| Q2 2023 | $415,794 | +0.5% | 3,920 | 0.0% | 0.09% | -4.1% |
| Q1 2023 | $413,560 | -15.9% | 3,920 | -13.9% | 0.10% | -43.6% |
| Q4 2022 | $491,815 | +17.1% | 4,553 | +2.9% | 0.17% | +4.2% |
| Q3 2022 | $420,000 | -14.6% | 4,424 | -5.3% | 0.16% | -1.2% |
| Q2 2022 | $492,000 | -12.0% | 4,673 | -6.2% | 0.17% | -0.6% |
| Q1 2022 | $559,000 | -11.3% | 4,980 | -11.4% | 0.17% | -9.7% |
| Q4 2021 | $630,000 | +2.3% | 5,621 | 0.0% | 0.19% | +1.1% |
| Q3 2021 | $616,000 | +4.1% | 5,621 | -0.1% | 0.18% | -1.1% |
| Q2 2021 | $592,000 | -0.7% | 5,626 | -2.2% | 0.19% | -1.6% |
| Q1 2021 | $596,000 | +11.6% | 5,750 | -1.4% | 0.19% | -6.4% |
| Q4 2020 | $534,000 | – | 5,833 | – | 0.20% | – |
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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% |