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 | $2,513,697 | -3.1% | 24,329 | -0.5% | 0.73% | -13.9% |
| Q2 2023 | $2,593,898 | -65.2% | 24,455 | -65.4% | 0.85% | -62.8% |
| Q1 2023 | $7,457,300 | -14.4% | 70,685 | -12.2% | 2.28% | -10.1% |
| Q4 2022 | $8,712,511 | +38.1% | 80,515 | +21.1% | 2.54% | +34.5% |
| Q3 2022 | $6,310,000 | -14.1% | 66,509 | -7.9% | 1.89% | -8.3% |
| Q2 2022 | $7,344,000 | -4.6% | 72,211 | +5.3% | 2.06% | +6.5% |
| Q1 2022 | $7,696,000 | +16.4% | 68,562 | +16.8% | 1.93% | -1.4% |
| Q4 2021 | $6,611,000 | +17.7% | 58,695 | +8.0% | 1.96% | +3.1% |
| Q3 2021 | $5,619,000 | +8.3% | 54,369 | +9.8% | 1.90% | +9.6% |
| Q2 2021 | $5,189,000 | -2.2% | 49,526 | -5.7% | 1.74% | -19.4% |
| Q1 2021 | $5,308,000 | +7.2% | 52,512 | -3.0% | 2.16% | +3.4% |
| Q4 2020 | $4,953,000 | – | 54,129 | – | 2.09% | – |
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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% |