VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,188,950 | -2.4% | 263,153 | +0.2% | 10.32% | +2.5% |
| Q2 2023 | $27,854,880 | +0.3% | 262,608 | -0.3% | 10.06% | -5.5% |
| Q1 2023 | $27,783,245 | +0.7% | 263,348 | +3.3% | 10.65% | -5.7% |
| Q4 2022 | $27,595,093 | +15.2% | 255,014 | +1.0% | 11.30% | +4.2% |
| Q3 2022 | $23,948,000 | -3.3% | 252,403 | +3.7% | 10.85% | -2.7% |
| Q2 2022 | $24,753,000 | -2.4% | 243,392 | +7.7% | 11.15% | +8.4% |
| Q1 2022 | $25,360,000 | +10.8% | 225,928 | +10.7% | 10.29% | +1.5% |
| Q4 2021 | $22,880,000 | +20.8% | 204,089 | +11.4% | 10.14% | -27.7% |
| Q3 2021 | $18,943,000 | -0.9% | 183,285 | +0.5% | 14.01% | +0.6% |
| Q2 2021 | $19,110,000 | +7.1% | 182,404 | +3.3% | 13.93% | -1.8% |
| Q1 2021 | $17,844,000 | +15.8% | 176,516 | +4.9% | 14.18% | +0.6% |
| Q4 2020 | $15,404,000 | – | 168,338 | – | 14.11% | – |
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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% |