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 | $8,049,783 | -9.9% | 77,911 | -7.5% | 1.82% | -7.1% |
| Q2 2023 | $8,936,977 | +22.8% | 84,255 | +22.1% | 1.96% | +3.5% |
| Q1 2023 | $7,277,485 | -20.8% | 68,981 | -18.8% | 1.90% | -16.2% |
| Q4 2022 | $9,188,506 | +153041.8% | 84,914 | +13.8% | 2.26% | +112900.0% |
| Q3 2022 | $6,000 | -99.9% | 74,611 | +28.3% | 0.00% | -99.9% |
| Q2 2022 | $5,915,000 | +54.0% | 58,162 | +69.9% | 1.53% | +70.0% |
| Q1 2022 | $3,841,000 | +36.3% | 34,227 | +36.1% | 0.90% | +35.1% |
| Q4 2021 | $2,818,000 | +14.7% | 25,141 | +5.8% | 0.67% | +1.7% |
| Q3 2021 | $2,456,000 | +65.7% | 23,769 | +68.0% | 0.66% | +62.9% |
| Q2 2021 | $1,482,000 | +149.5% | 14,147 | +117.7% | 0.40% | +98.0% |
| Q4 2020 | $594,000 | – | 6,498 | – | 0.20% | – |
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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% |