VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,858 | -10.7% | 3,638 | -8.3% | 0.07% | -11.9% |
| Q2 2023 | $420,866 | -0.3% | 3,968 | -0.9% | 0.08% | -8.7% |
| Q1 2023 | $422,296 | -1.3% | 4,003 | +1.3% | 0.09% | -7.1% |
| Q4 2022 | $427,733 | +24.0% | 3,953 | +8.6% | 0.10% | +11.2% |
| Q3 2022 | $345,000 | +0.9% | 3,641 | +8.3% | 0.09% | +2.3% |
| Q2 2022 | $342,000 | -8.1% | 3,361 | +1.5% | 0.09% | -3.3% |
| Q1 2022 | $372,000 | -82.1% | 3,311 | -82.2% | 0.09% | -79.3% |
| Q4 2021 | $2,083,000 | +8.5% | 18,580 | 0.0% | 0.43% | -4.8% |
| Q3 2021 | $1,920,000 | +1.5% | 18,580 | +3.0% | 0.46% | -29.7% |
| Q2 2021 | $1,891,000 | -1.5% | 18,047 | -4.9% | 0.65% | -7.5% |
| Q1 2021 | $1,919,000 | +10.5% | 18,984 | +0.1% | 0.70% | -12.0% |
| Q4 2020 | $1,736,000 | – | 18,967 | – | 0.80% | – |
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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% |