VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,002,434 | -13.9% | 29,056 | -11.6% | 2.39% | -9.5% |
| Q2 2023 | $3,488,722 | +9.0% | 32,885 | +8.4% | 2.64% | +12.5% |
| Q1 2023 | $3,201,561 | -0.9% | 30,347 | +1.7% | 2.35% | -6.2% |
| Q4 2022 | $3,230,031 | +34.0% | 29,850 | +17.5% | 2.50% | +14.7% |
| Q3 2022 | $2,410,000 | -0.7% | 25,400 | +6.5% | 2.18% | +3.1% |
| Q2 2022 | $2,426,000 | +4.3% | 23,851 | +15.1% | 2.12% | +18.3% |
| Q1 2022 | $2,325,000 | +15.3% | 20,714 | +15.1% | 1.79% | +15.2% |
| Q4 2021 | $2,017,000 | – | 17,990 | – | 1.55% | – |
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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% |