VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,125 | -3.2% | 20,565 | -0.7% | 0.16% | +1.3% |
Q2 2023 | $2,196 | -5.1% | 20,701 | -5.6% | 0.16% | -10.4% |
Q1 2023 | $2,314 | -5.1% | 21,929 | -2.7% | 0.17% | -9.4% |
Q4 2022 | $2,439 | -99.9% | 22,536 | -6.6% | 0.19% | +0.5% |
Q3 2022 | $2,289,000 | +0.1% | 24,129 | +7.4% | 0.19% | +7.3% |
Q2 2022 | $2,286,000 | +21.5% | 22,476 | +34.1% | 0.18% | +52.6% |
Q1 2022 | $1,881,000 | -4.7% | 16,760 | -4.7% | 0.12% | +3.6% |
Q4 2021 | $1,973,000 | +20.5% | 17,595 | +11.1% | 0.11% | +14.3% |
Q3 2021 | $1,637,000 | -5.3% | 15,839 | -4.0% | 0.10% | -5.8% |
Q2 2021 | $1,729,000 | +2.5% | 16,499 | -1.2% | 0.10% | -7.1% |
Q1 2021 | $1,687,000 | +5.9% | 16,691 | -4.1% | 0.11% | -4.3% |
Q4 2020 | $1,593,000 | -63.8% | 17,410 | -68.0% | 0.12% | -70.2% |
Q3 2020 | $4,400,000 | +29.8% | 54,362 | +26.4% | 0.39% | +20.6% |
Q2 2020 | $3,389,000 | – | 43,016 | – | 0.33% | – |
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% |