VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,745 | -4.6% | 4,276 | -2.1% | 0.37% | +0.3% |
| Q2 2023 | $463,049 | +0.5% | 4,366 | 0.0% | 0.37% | -3.1% |
| Q1 2023 | $460,560 | -2.5% | 4,366 | +0.0% | 0.38% | -5.2% |
| Q4 2022 | $472,391 | +11.2% | 4,365 | -2.8% | 0.40% | +4.1% |
| Q3 2022 | $425,000 | -6.0% | 4,489 | +0.9% | 0.39% | -0.3% |
| Q2 2022 | $452,000 | -15.0% | 4,448 | -5.8% | 0.39% | -10.2% |
| Q1 2022 | $532,000 | -0.4% | 4,723 | -0.9% | 0.43% | -0.2% |
| Q4 2021 | $534,000 | – | 4,764 | – | 0.43% | – |
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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% |