VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 539 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $340,000 | -32.5% | 4,802 | -10.7% | 0.03% | -30.4% |
| Q4 2019 | $504,000 | +13.0% | 5,379 | +7.1% | 0.05% | +9.5% |
| Q3 2019 | $446,000 | +1.6% | 5,021 | 0.0% | 0.04% | -6.7% |
| Q2 2019 | $439,000 | +2.1% | 5,021 | 0.0% | 0.04% | +2.3% |
| Q1 2019 | $430,000 | +23.2% | 5,021 | +12.3% | 0.04% | +15.8% |
| Q4 2018 | $349,000 | -23.3% | 4,471 | -14.5% | 0.04% | -11.6% |
| Q3 2018 | $455,000 | -10.1% | 5,230 | -14.1% | 0.04% | -14.0% |
| Q2 2018 | $506,000 | -35.3% | 6,092 | -33.3% | 0.05% | -35.9% |
| Q4 2017 | $782,000 | -6.5% | 9,137 | -11.4% | 0.08% | -12.4% |
| Q3 2017 | $836,000 | +2.5% | 10,312 | -1.2% | 0.09% | -4.3% |
| Q2 2017 | $816,000 | -37.9% | 10,436 | -38.3% | 0.09% | -45.3% |
| Q1 2017 | $1,313,000 | -10.8% | 16,906 | -13.0% | 0.17% | -15.8% |
| Q4 2016 | $1,472,000 | -92.3% | 19,427 | -92.7% | 0.20% | -93.3% |
| Q2 2016 | $19,138,000 | +16.8% | 267,805 | +12.9% | 3.01% | +21.0% |
| Q1 2016 | $16,379,000 | – | 237,248 | – | 2.49% | – |
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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% |