VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $629,279 | -51.5% | 5,637 | -55.2% | 0.56% | -41.6% |
| Q3 2023 | $1,298,584 | -2.2% | 12,569 | +0.4% | 0.96% | -0.3% |
| Q2 2023 | $1,327,284 | +1.0% | 12,513 | +0.5% | 0.96% | -9.0% |
| Q1 2023 | $1,313,520 | -3.0% | 12,450 | -0.5% | 1.06% | -9.7% |
| Q4 2022 | $1,353,511 | +12.7% | 12,508 | +0.4% | 1.17% | -3.2% |
| Q3 2022 | $1,201,000 | -4.8% | 12,452 | +0.4% | 1.21% | -14.2% |
| Q2 2022 | $1,262,000 | -8.9% | 12,404 | +0.5% | 1.40% | +5.2% |
| Q1 2022 | $1,386,000 | +8.1% | 12,347 | +8.0% | 1.34% | +10.4% |
| Q4 2021 | $1,282,000 | – | 11,433 | – | 1.21% | – |
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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% |