VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $761,468 | -2.6% | 7,370 | 0.0% | 0.53% | +3.3% |
| Q2 2023 | $781,736 | +0.5% | 7,370 | 0.0% | 0.52% | -6.7% |
| Q1 2023 | $777,535 | +4.0% | 7,370 | +6.7% | 0.55% | -2.5% |
| Q4 2022 | $747,731 | +8.5% | 6,910 | -4.8% | 0.57% | +1.1% |
| Q3 2022 | $689,000 | -6.6% | 7,260 | 0.0% | 0.56% | +4.7% |
| Q2 2022 | $738,000 | -9.4% | 7,260 | 0.0% | 0.54% | +3.9% |
| Q1 2022 | $815,000 | -4.2% | 7,260 | -4.3% | 0.52% | +24.9% |
| Q4 2021 | $851,000 | +86.2% | 7,590 | +71.7% | 0.41% | +66.3% |
| Q3 2021 | $457,000 | +21.9% | 4,420 | +23.4% | 0.25% | +6.4% |
| Q2 2021 | $375,000 | +54.3% | 3,583 | +49.3% | 0.23% | +0.9% |
| Q1 2021 | $243,000 | – | 2,400 | – | 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% |