VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,657,907 | -2.6% | 54,761 | 0.0% | 2.40% | +1.2% |
| Q2 2023 | $5,808,499 | +0.5% | 54,761 | 0.0% | 2.37% | -5.9% |
| Q1 2023 | $5,777,286 | -2.6% | 54,761 | -0.1% | 2.52% | -8.0% |
| Q4 2022 | $5,929,475 | +12.7% | 54,796 | -1.2% | 2.74% | +1.0% |
| Q3 2022 | $5,263,088 | -6.7% | 55,471 | 0.0% | 2.71% | -3.7% |
| Q2 2022 | $5,641,401 | -9.4% | 55,471 | 0.0% | 2.82% | +4.9% |
| Q1 2022 | $6,226,620 | +0.1% | 55,471 | 0.0% | 2.69% | +7.5% |
| Q4 2021 | $6,218,854 | – | 55,471 | – | 2.50% | – |
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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% |