VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,559,728 | +121.3% | 15,096 | +127.2% | 0.04% | +4.7% |
| Q2 2023 | $704,713 | +17.9% | 6,644 | +17.3% | 0.04% | -2.3% |
| Q1 2023 | $597,776 | +7.8% | 5,666 | +10.6% | 0.04% | +2.3% |
| Q4 2022 | $554,500 | +282.4% | 5,124 | +234.7% | 0.04% | +230.8% |
| Q3 2022 | $145,000 | +215.2% | 1,531 | +240.2% | 0.01% | +225.0% |
| Q2 2022 | $46,000 | -9.8% | 450 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $51,000 | +131.8% | 450 | +125.0% | 0.00% | +200.0% |
| Q4 2021 | $22,000 | +4.8% | 200 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $21,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $21,000 | -82.5% | 200 | -83.2% | 0.00% | -80.0% |
| Q1 2021 | $120,000 | +10.1% | 1,190 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $109,000 | +13.5% | 1,190 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $96,000 | +23.1% | 1,190 | +20.2% | 0.01% | +11.1% |
| Q2 2020 | $78,000 | +11.4% | 990 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $70,000 | – | 990 | – | 0.01% | – |
Download | ||||||
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% |