VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393,795 | -2.6% | 3,811 | 0.0% | 0.17% | +1.2% |
| Q2 2023 | $404,277 | +0.5% | 3,811 | 0.0% | 0.17% | -5.5% |
| Q1 2023 | $402,104 | -2.5% | 3,811 | 0.0% | 0.18% | -4.7% |
| Q4 2022 | $412,433 | +13.9% | 3,811 | 0.0% | 0.19% | -3.0% |
| Q3 2022 | $362,000 | -6.7% | 3,811 | 0.0% | 0.20% | -2.0% |
| Q2 2022 | $388,000 | -9.3% | 3,811 | 0.0% | 0.20% | 0.0% |
| Q1 2022 | $428,000 | -2.3% | 3,811 | -2.5% | 0.20% | +0.5% |
| Q4 2021 | $438,000 | +1.9% | 3,910 | -6.1% | 0.20% | -7.8% |
| Q3 2021 | $430,000 | -1.4% | 4,165 | 0.0% | 0.22% | -0.9% |
| Q2 2021 | $436,000 | +12.4% | 4,165 | +8.5% | 0.22% | +3.8% |
| Q1 2021 | $388,000 | +10.5% | 3,840 | 0.0% | 0.21% | +6.0% |
| Q4 2020 | $351,000 | +12.9% | 3,840 | 0.0% | 0.20% | -2.0% |
| Q3 2020 | $311,000 | +2.6% | 3,840 | 0.0% | 0.20% | -1.0% |
| Q2 2020 | $303,000 | -6.8% | 3,840 | -16.3% | 0.20% | -19.3% |
| Q1 2020 | $325,000 | -20.0% | 4,587 | +5.8% | 0.25% | +2.4% |
| Q4 2019 | $406,000 | +5.5% | 4,337 | 0.0% | 0.25% | +0.4% |
| Q3 2019 | $385,000 | +0.8% | 4,337 | -0.8% | 0.25% | -7.8% |
| Q2 2019 | $382,000 | +1.9% | 4,372 | 0.0% | 0.27% | -1.1% |
| Q1 2019 | $375,000 | +15.7% | 4,372 | +5.3% | 0.27% | +1.5% |
| Q4 2018 | $324,000 | -55.1% | 4,153 | -49.8% | 0.27% | -47.5% |
| Q3 2018 | $721,000 | – | 8,275 | – | 0.51% | – |
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% |