VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,370 | -15.6% | 2,220 | -13.3% | 0.06% | -22.8% |
| Q2 2023 | $271,722 | +0.6% | 2,562 | +0.0% | 0.08% | -2.5% |
| Q1 2023 | $270,157 | -5.4% | 2,561 | -2.7% | 0.08% | -12.0% |
| Q4 2022 | $285,509 | +6.3% | 2,632 | +4.3% | 0.09% | +4.5% |
| Q3 2022 | $268,623 | -25.4% | 2,523 | -28.7% | 0.09% | -24.1% |
| Q2 2022 | $359,894 | +2070.1% | 3,539 | +2291.2% | 0.12% | +2220.0% |
| Q1 2022 | $16,584 | +18.5% | 148 | +18.4% | 0.01% | 0.0% |
| Q4 2021 | $13,996 | +3.3% | 125 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $13,555 | -27.1% | 125 | -32.1% | 0.01% | -50.0% |
| Q1 2021 | $18,601 | – | 184 | – | 0.01% | – |
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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% |