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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,842,561 | -2.6% | 17,834 | 0.0% | 0.11% | +12.1% |
Q2 2023 | $1,891,603 | +198.8% | 17,834 | +197.2% | 0.10% | +182.9% |
Q1 2023 | $633,000 | -72.8% | 6,000 | -72.1% | 0.04% | -44.4% |
Q4 2022 | $2,324,625 | +14.8% | 21,483 | +0.7% | 0.06% | +18.9% |
Q3 2022 | $2,025,000 | -6.7% | 21,338 | 0.0% | 0.05% | +3.9% |
Q2 2022 | $2,170,000 | +152.6% | 21,338 | +179.0% | 0.05% | +183.3% |
Q1 2022 | $859,000 | -64.1% | 7,649 | -64.2% | 0.02% | -61.7% |
Q4 2021 | $2,392,000 | – | 21,337 | – | 0.05% | – |
Download |
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% |