VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,248,188 | -21.9% | 12,081 | -19.9% | 0.74% | -21.7% |
| Q2 2023 | $1,599,122 | -4.1% | 15,076 | -4.6% | 0.95% | -9.4% |
| Q1 2023 | $1,666,707 | -13.7% | 15,798 | -11.5% | 1.05% | -17.3% |
| Q4 2022 | $1,932,158 | +10.2% | 17,856 | -3.4% | 1.27% | +2.3% |
| Q3 2022 | $1,754,000 | -10.0% | 18,485 | -3.6% | 1.24% | -2.9% |
| Q2 2022 | $1,949,000 | -9.6% | 19,167 | -0.3% | 1.28% | +8.3% |
| Q4 2021 | $2,155,000 | -0.7% | 19,225 | -0.5% | 1.18% | -5.6% |
| Q1 2021 | $2,170,000 | – | 19,331 | – | 1.25% | – |
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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% |