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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $408,967 | -0.5% | 3,899 | +0.8% | 0.16% | -7.1% |
| Q1 2023 | $411,110 | -3.0% | 3,869 | +0.7% | 0.17% | -4.5% |
| Q4 2022 | $423,869 | +20.4% | 3,844 | +6.6% | 0.18% | -37.0% |
| Q3 2022 | $352,000 | -7.9% | 3,605 | -3.0% | 0.28% | -10.5% |
| Q2 2022 | $382,000 | -1.8% | 3,718 | +5.7% | 0.31% | +20.3% |
| Q1 2022 | $389,000 | +9.6% | 3,519 | +12.2% | 0.26% | +13.0% |
| Q4 2021 | $355,000 | – | 3,137 | – | 0.23% | – |
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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% |