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 | $1,615,649 | +1.0% | 15,637 | +3.7% | 0.99% | +3.2% |
| Q2 2023 | $1,599,988 | +9.5% | 15,084 | +8.9% | 0.96% | +2.9% |
| Q1 2023 | $1,461,062 | +1.7% | 13,849 | +4.4% | 0.94% | -4.8% |
| Q4 2022 | $1,435,950 | +17.0% | 13,270 | +2.6% | 0.98% | +2.5% |
| Q3 2022 | $1,227,000 | -5.3% | 12,936 | +1.5% | 0.96% | +2.7% |
| Q2 2022 | $1,296,000 | -5.1% | 12,747 | +4.8% | 0.93% | +7.6% |
| Q1 2022 | $1,365,000 | +17.2% | 12,163 | +17.1% | 0.87% | +20.9% |
| Q4 2021 | $1,165,000 | +1.2% | 10,391 | -0.7% | 0.72% | -4.7% |
| Q3 2021 | $1,151,000 | – | 10,464 | – | 0.75% | – |
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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% |