VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,642,254 | -3.8% | 93,324 | -1.2% | 9.98% | -3.4% |
| Q2 2023 | $10,017,947 | -0.9% | 94,447 | -1.4% | 10.34% | -7.8% |
| Q1 2023 | $10,110,626 | -5.5% | 95,836 | -3.1% | 11.21% | -2.7% |
| Q4 2022 | $10,702,030 | +13.9% | 98,901 | -0.1% | 11.52% | -4.2% |
| Q3 2022 | $9,394,000 | -6.1% | 99,011 | +0.7% | 12.02% | -0.4% |
| Q2 2022 | $10,003,000 | -10.1% | 98,362 | -0.8% | 12.06% | +8.5% |
| Q1 2022 | $11,125,000 | +0.0% | 99,114 | -0.1% | 11.12% | +23.0% |
| Q4 2021 | $11,120,000 | – | 99,190 | – | 9.04% | – |
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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% |