VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 442 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,126,398 | -2.1% | 18,200 | 0.0% | 0.26% | +3.1% |
| Q2 2023 | $1,150,240 | +2.0% | 18,200 | 0.0% | 0.26% | -1.2% |
| Q1 2023 | $1,127,490 | +4.0% | 18,200 | 0.0% | 0.26% | +4.8% |
| Q4 2022 | $1,084,174 | +14.5% | 18,200 | 0.0% | 0.25% | +7.4% |
| Q3 2022 | $947,000 | -88.2% | 18,200 | -86.7% | 0.23% | -79.8% |
| Q2 2022 | $8,038,000 | -13.0% | 136,650 | 0.0% | 1.14% | +2.3% |
| Q1 2022 | $9,240,000 | +41.6% | 136,650 | +40.7% | 1.12% | +39.7% |
| Q4 2021 | $6,526,000 | +1.7% | 97,150 | 0.0% | 0.80% | -6.4% |
| Q3 2021 | $6,417,000 | -2.8% | 97,150 | 0.0% | 0.85% | -1.6% |
| Q2 2021 | $6,604,000 | +3.9% | 97,150 | 0.0% | 0.87% | -2.7% |
| Q1 2021 | $6,358,000 | +85.1% | 97,150 | +71.9% | 0.89% | +76.3% |
| Q4 2020 | $3,434,000 | – | 56,500 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quaker Wealth Management, LLC | 310,206 | $18,854,000 | 9.89% |
| Beta Wealth Group, Inc. | 125,280 | $7,615,000 | 6.54% |
| American Investment Services, Inc. | 300,000 | $18,234,000 | 5.54% |
| Southern Farm Bureau Life Insurance | 264,185 | $16,057,000 | 3.48% |
| Ackerman Capital Advisors, LLC | 223,032 | $13,556,000 | 3.45% |
| Windsor Creek Advisors, LLC | 89,549 | $5,443,000 | 1.38% |
| FIRST HAWAIIAN BANK | 427,237 | $25,968,000 | 1.19% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 36,036 | $2,190,000 | 0.79% |
| Human Investing LLC | 45,554 | $2,769,000 | 0.78% |
| BANK OF HAWAII | 189,237 | $11,502,000 | 0.74% |