VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588,697 | -2.6% | 5,698 | +0.0% | 0.12% | -9.4% |
| Q2 2023 | $604,156 | +0.8% | 5,696 | +0.2% | 0.13% | -8.6% |
| Q1 2023 | $599,589 | -11.2% | 5,683 | -8.9% | 0.14% | -20.0% |
| Q4 2022 | $675,014 | +77.2% | 6,238 | +55.3% | 0.18% | +8.7% |
| Q3 2022 | $381,000 | +9.5% | 4,018 | +24.7% | 0.16% | +5.2% |
| Q2 2022 | $348,000 | +41.5% | 3,223 | +46.9% | 0.15% | +71.9% |
| Q1 2022 | $246,000 | +9.3% | 2,194 | +9.0% | 0.09% | +21.9% |
| Q4 2021 | $225,000 | – | 2,013 | – | 0.07% | – |
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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% |