VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $174,611 | +97448.0% | 1,690 | 0.0% | 0.14% | +4.6% |
| Q2 2023 | $179 | +0.6% | 1,690 | 0.0% | 0.13% | -2.2% |
| Q1 2023 | $178 | -2.7% | 1,690 | 0.0% | 0.13% | -2.2% |
| Q4 2022 | $183 | -99.9% | 1,690 | 0.0% | 0.14% | +10.5% |
| Q3 2022 | $160,000 | -7.0% | 1,690 | 0.0% | 0.12% | +4.2% |
| Q2 2022 | $172,000 | -9.5% | 1,690 | 0.0% | 0.12% | +8.2% |
| Q1 2022 | $190,000 | +0.5% | 1,690 | 0.0% | 0.11% | +1.9% |
| Q4 2021 | $189,000 | -8.7% | 1,690 | -15.7% | 0.11% | -15.0% |
| Q3 2021 | $207,000 | -1.4% | 2,005 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $210,000 | -0.5% | 2,005 | -4.1% | 0.13% | -8.0% |
| Q1 2021 | $211,000 | +0.5% | 2,090 | -8.7% | 0.14% | -0.7% |
| Q4 2020 | $210,000 | – | 2,290 | – | 0.14% | – |
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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% |