VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 843 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $413,744 | -2.6% | 4,004 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $424,756 | -7.7% | 4,004 | -8.2% | 0.02% | -14.3% |
| Q1 2023 | $460,032 | +93212.8% | 4,360 | -4.3% | 0.03% | -9.7% |
| Q4 2022 | $493 | -99.9% | 4,554 | +13.7% | 0.03% | +19.2% |
| Q3 2022 | $380,000 | -6.6% | 4,004 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $407,000 | -9.6% | 4,004 | 0.0% | 0.03% | +8.3% |
| Q1 2022 | $450,000 | +0.2% | 4,004 | 0.0% | 0.02% | +9.1% |
| Q4 2021 | $449,000 | +11.1% | 4,004 | +2.5% | 0.02% | 0.0% |
| Q3 2021 | $404,000 | -1.2% | 3,906 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $409,000 | -1.7% | 3,906 | -5.0% | 0.02% | -12.0% |
| Q1 2021 | $416,000 | +16.5% | 4,110 | +5.2% | 0.02% | +13.6% |
| Q4 2020 | $357,000 | +13.0% | 3,906 | 0.0% | 0.02% | +4.8% |
| Q3 2020 | $316,000 | +2.6% | 3,906 | 0.0% | 0.02% | -8.7% |
| Q2 2020 | $308,000 | +12.0% | 3,906 | +0.7% | 0.02% | -8.0% |
| Q1 2020 | $275,000 | -12.1% | 3,880 | +16.2% | 0.02% | +8.7% |
| Q4 2019 | $313,000 | +7.6% | 3,340 | +1.7% | 0.02% | 0.0% |
| Q3 2019 | $291,000 | +1.4% | 3,284 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $287,000 | – | 3,284 | – | 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% |