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 | $1,575,733 | +3.7% | 15,251 | +6.4% | 0.00% | 0.0% |
| Q2 2023 | $1,519,664 | +9.9% | 14,327 | +9.3% | 0.00% | 0.0% |
| Q1 2023 | $1,383,105 | -11.5% | 13,110 | -9.2% | 0.00% | 0.0% |
| Q4 2022 | $1,563,202 | +49.3% | 14,446 | +30.9% | 0.00% | 0.0% |
| Q3 2022 | $1,047,000 | -6.8% | 11,038 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,123,000 | -8.8% | 11,038 | +0.6% | 0.00% | – |
| Q1 2022 | $1,231,000 | +1.1% | 10,971 | +1.0% | 0.00% | – |
| Q4 2021 | $1,218,000 | +8.6% | 10,861 | 0.0% | 0.00% | – |
| Q3 2021 | $1,122,000 | -2.2% | 10,861 | -0.8% | 0.00% | – |
| Q2 2021 | $1,147,000 | +2.3% | 10,945 | -1.3% | 0.00% | – |
| Q1 2021 | $1,121,000 | +10.6% | 11,086 | 0.0% | 0.00% | – |
| Q4 2020 | $1,014,000 | +13.0% | 11,086 | 0.0% | 0.00% | – |
| Q3 2020 | $897,000 | +5.7% | 11,086 | +7.6% | 0.00% | – |
| Q2 2020 | $849,000 | – | 10,301 | – | 0.00% | – |
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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% |