VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $543,105 | -2.6% | 5,257 | 0.0% | 0.41% | +5.4% |
| Q2 2023 | $557,561 | +0.5% | 5,257 | 0.0% | 0.39% | -2.3% |
| Q1 2023 | $554,566 | -2.5% | 5,257 | 0.0% | 0.40% | -8.1% |
| Q4 2022 | $568,809 | +14.0% | 5,257 | 0.0% | 0.43% | -22.7% |
| Q3 2022 | $499,000 | -6.7% | 5,257 | 0.0% | 0.56% | -1.6% |
| Q2 2022 | $535,000 | -9.3% | 5,257 | 0.0% | 0.57% | +2.5% |
| Q1 2022 | $590,000 | +0.2% | 5,257 | 0.0% | 0.56% | +10.6% |
| Q4 2021 | $589,000 | +9.7% | 5,257 | +1.2% | 0.50% | +2.2% |
| Q3 2021 | $537,000 | -0.2% | 5,197 | +1.1% | 0.49% | +0.2% |
| Q2 2021 | $538,000 | +3.5% | 5,140 | 0.0% | 0.49% | -5.0% |
| Q1 2021 | $520,000 | +10.6% | 5,140 | 0.0% | 0.52% | +36.1% |
| Q4 2020 | $470,000 | – | 5,140 | – | 0.38% | – |
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% |