VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 714 filers reported holding VANGUARD WHITEHALL FDS in Q2 2018. The put-call ratio across all filers is 0.30 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $15,000 | -40.0% | 174 | -40.0% | 0.00% | -40.0% |
| Q1 2019 | $25,000 | +8.7% | 290 | 0.0% | 0.01% | -66.7% |
| Q4 2018 | $23,000 | -8.0% | 290 | 0.0% | 0.02% | +15.4% |
| Q3 2018 | $25,000 | -41.9% | 290 | -44.2% | 0.01% | -40.9% |
| Q2 2018 | $43,000 | 0.0% | 520 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $43,000 | -4.4% | 520 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $45,000 | +7.1% | 520 | 0.0% | 0.02% | +4.8% |
| Q3 2017 | $42,000 | +2.4% | 520 | 0.0% | 0.02% | +5.0% |
| Q2 2017 | $41,000 | +2.5% | 520 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $40,000 | +2.6% | 520 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $39,000 | – | 520 | – | 0.02% | – |
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% |