VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 467 filers reported holding VANGUARD WHITEHALL FDS in Q2 2016. The put-call ratio across all filers is 0.55 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $207,000 | -6.3% | 2,328 | -7.9% | 0.02% | -5.9% |
Q2 2019 | $221,000 | +1.8% | 2,528 | 0.0% | 0.02% | -5.6% |
Q1 2019 | $217,000 | -1.4% | 2,528 | 0.0% | 0.02% | +5.9% |
Q3 2018 | $220,000 | -76.0% | 2,528 | -78.4% | 0.02% | -77.9% |
Q2 2017 | $916,000 | +0.7% | 11,717 | 0.0% | 0.08% | -2.5% |
Q1 2017 | $910,000 | +2.5% | 11,717 | 0.0% | 0.08% | -4.8% |
Q4 2016 | $888,000 | +5.1% | 11,717 | 0.0% | 0.08% | +6.4% |
Q3 2016 | $845,000 | +1.0% | 11,717 | 0.0% | 0.08% | -1.3% |
Q2 2016 | $837,000 | +1.3% | 11,717 | -2.1% | 0.08% | -6.0% |
Q1 2016 | $826,000 | +1.6% | 11,967 | -1.8% | 0.08% | +1.2% |
Q4 2015 | $813,000 | +23.4% | 12,187 | +15.8% | 0.08% | +15.3% |
Q3 2015 | $659,000 | -6.9% | 10,520 | 0.0% | 0.07% | -1.4% |
Q2 2015 | $708,000 | -1.8% | 10,520 | -0.3% | 0.07% | 0.0% |
Q1 2015 | $721,000 | -0.6% | 10,550 | 0.0% | 0.07% | +1.4% |
Q4 2014 | $725,000 | +2.7% | 10,550 | -0.7% | 0.07% | -1.4% |
Q3 2014 | $706,000 | – | 10,625 | – | 0.07% | – |
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% |