VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $552 | -4.2% | 5,343 | -1.7% | 0.09% | 0.0% |
| Q2 2023 | $576 | +0.5% | 5,433 | 0.0% | 0.09% | -3.3% |
| Q1 2023 | $573 | -2.6% | 5,433 | 0.0% | 0.09% | -7.2% |
| Q4 2022 | $588 | -99.9% | 5,433 | -13.4% | 0.10% | -13.4% |
| Q3 2022 | $595,000 | -6.9% | 6,276 | -0.1% | 0.11% | -2.6% |
| Q2 2022 | $639,000 | -7.9% | 6,280 | +1.6% | 0.12% | -7.3% |
| Q1 2022 | $694,000 | +10.7% | 6,184 | +10.5% | 0.12% | +3.3% |
| Q4 2021 | $627,000 | +8.5% | 5,596 | 0.0% | 0.12% | -0.8% |
| Q3 2021 | $578,000 | -9.0% | 5,596 | -7.6% | 0.12% | -11.7% |
| Q2 2021 | $635,000 | +3.6% | 6,059 | 0.0% | 0.14% | -5.5% |
| Q1 2021 | $613,000 | +10.6% | 6,059 | 0.0% | 0.14% | +6.6% |
| Q4 2020 | $554,000 | +128.0% | 6,059 | +101.6% | 0.14% | +109.2% |
| Q3 2020 | $243,000 | – | 3,006 | – | 0.06% | – |
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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% |