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 | $1,412,429 | -4.6% | 13,670 | -2.1% | 1.20% | -9.7% |
| Q2 2023 | $1,481,099 | -27.2% | 13,963 | -27.6% | 1.33% | -40.3% |
| Q1 2023 | $2,034,553 | -16.3% | 19,285 | -14.2% | 2.23% | -25.9% |
| Q4 2022 | $2,431,383 | +13.8% | 22,469 | -0.2% | 3.01% | +6.3% |
| Q3 2022 | $2,136,000 | +146.1% | 22,516 | +165.8% | 2.83% | +152.9% |
| Q2 2022 | $868,000 | +7.6% | 8,470 | +17.9% | 1.12% | +6.4% |
| Q1 2022 | $807,000 | +10.5% | 7,187 | +10.3% | 1.05% | +33.8% |
| Q4 2021 | $730,000 | – | 6,513 | – | 0.79% | – |
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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% |