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 | $3,673,541 | -2.6% | 35,555 | -0.0% | 2.90% | -2.5% |
| Q2 2023 | $3,771,840 | +1.5% | 35,560 | +0.9% | 2.98% | -6.3% |
| Q1 2023 | $3,717,502 | +3.2% | 35,237 | +5.9% | 3.18% | -3.1% |
| Q4 2022 | $3,600,595 | +61.0% | 33,274 | +41.1% | 3.28% | +41.6% |
| Q3 2022 | $2,237,000 | +74.0% | 23,582 | +86.6% | 2.32% | +74.2% |
| Q2 2022 | $1,286,000 | +140.8% | 12,641 | +165.8% | 1.33% | +174.6% |
| Q1 2022 | $534,000 | +3.1% | 4,755 | +2.9% | 0.48% | +5.7% |
| Q4 2021 | $518,000 | – | 4,622 | – | 0.46% | – |
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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% |