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 | $4,339 | -2.6% | 42 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4,455 | -88.9% | 42 | -88.9% | 0.00% | -90.6% |
| Q1 2023 | $40,090 | -2.5% | 380 | 0.0% | 0.03% | -17.9% |
| Q4 2022 | $41,120 | +28.5% | 380 | +12.4% | 0.04% | +14.7% |
| Q3 2022 | $32,000 | -5.9% | 338 | 0.0% | 0.03% | +6.2% |
| Q2 2022 | $34,000 | -10.5% | 338 | 0.0% | 0.03% | +3.2% |
| Q1 2022 | $38,000 | -37.7% | 338 | -37.6% | 0.03% | -31.1% |
| Q4 2021 | $61,000 | – | 542 | – | 0.04% | – |
Download | ||||||
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% |