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 | $464,907 | -18.3% | 4,500 | -16.2% | 0.12% | -12.8% |
| Q2 2023 | $569,237 | +3.1% | 5,367 | +2.5% | 0.13% | -2.2% |
| Q1 2023 | $552,189 | -2.2% | 5,234 | +0.3% | 0.14% | -10.5% |
| Q4 2022 | $564,852 | +14.6% | 5,220 | +0.3% | 0.15% | +2.7% |
| Q3 2022 | $493,000 | -6.5% | 5,202 | +0.3% | 0.15% | -4.5% |
| Q2 2022 | $527,000 | -15.8% | 5,187 | -7.0% | 0.16% | +1.3% |
| Q1 2022 | $626,000 | -0.8% | 5,579 | -1.0% | 0.15% | 0.0% |
| Q4 2021 | $631,000 | +15.6% | 5,637 | +6.7% | 0.15% | +9.3% |
| Q3 2021 | $546,000 | -1.1% | 5,285 | +0.3% | 0.14% | -1.4% |
| Q2 2021 | $552,000 | +1.1% | 5,271 | -2.4% | 0.14% | -7.2% |
| Q1 2021 | $546,000 | +6.2% | 5,401 | +0.2% | 0.15% | +9.3% |
| Q4 2020 | $514,000 | – | 5,388 | – | 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% |