VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 823 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $411,000 | +2.8% | 4,385 | -2.7% | 0.11% | 0.0% |
| Q3 2019 | $400,000 | +1.5% | 4,505 | 0.0% | 0.11% | -4.5% |
| Q2 2019 | $394,000 | +2.1% | 4,505 | 0.0% | 0.11% | 0.0% |
| Q1 2019 | $386,000 | +10.0% | 4,505 | 0.0% | 0.11% | +0.9% |
| Q4 2018 | $351,000 | -10.5% | 4,505 | 0.0% | 0.11% | +1.8% |
| Q3 2018 | $392,000 | +4.8% | 4,505 | 0.0% | 0.11% | -3.5% |
| Q2 2018 | $374,000 | +0.5% | 4,505 | 0.0% | 0.11% | -0.9% |
| Q1 2018 | $372,000 | -3.6% | 4,505 | 0.0% | 0.11% | +0.9% |
| Q4 2017 | $386,000 | +5.8% | 4,505 | 0.0% | 0.11% | +3.7% |
| Q3 2017 | $365,000 | +38.8% | 4,505 | +33.9% | 0.11% | +34.6% |
| Q2 2017 | $263,000 | -1.1% | 3,365 | -1.8% | 0.08% | -4.7% |
| Q1 2017 | $266,000 | +8.6% | 3,425 | +5.7% | 0.08% | +4.9% |
| Q4 2016 | $245,000 | +6.5% | 3,240 | +1.7% | 0.08% | +9.5% |
| Q3 2016 | $230,000 | +10.6% | 3,185 | +9.5% | 0.07% | +10.4% |
| Q2 2016 | $208,000 | +3.5% | 2,910 | 0.0% | 0.07% | -5.6% |
| Q1 2016 | $201,000 | -2.0% | 2,910 | -4.6% | 0.07% | +12.7% |
| Q2 2015 | $205,000 | -3.3% | 3,050 | -1.9% | 0.06% | +1.6% |
| Q1 2015 | $212,000 | -10.9% | 3,110 | -10.1% | 0.06% | -8.8% |
| Q4 2014 | $238,000 | +3.5% | 3,460 | 0.0% | 0.07% | +4.6% |
| Q3 2014 | $230,000 | +0.4% | 3,460 | 0.0% | 0.06% | +1.6% |
| Q2 2014 | $229,000 | +5.0% | 3,460 | 0.0% | 0.06% | -3.0% |
| Q1 2014 | $218,000 | +3.8% | 3,460 | +2.8% | 0.07% | 0.0% |
| Q4 2013 | $210,000 | – | 3,365 | – | 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% |