VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,201,067 | -10.3% | 11,625 | -7.9% | 0.91% | -6.7% |
| Q2 2023 | $1,339,225 | +0.6% | 12,626 | +0.1% | 0.98% | -2.9% |
| Q1 2023 | $1,330,629 | -3.5% | 12,613 | -1.0% | 1.01% | -7.3% |
| Q4 2022 | $1,378,867 | +15.2% | 12,743 | +1.0% | 1.09% | +9.6% |
| Q3 2022 | $1,197,000 | -6.6% | 12,615 | +0.1% | 0.99% | -2.1% |
| Q2 2022 | $1,282,000 | +1.4% | 12,605 | +12.0% | 1.01% | +22.5% |
| Q1 2022 | $1,264,000 | -0.5% | 11,258 | -0.6% | 0.83% | +6.2% |
| Q4 2021 | $1,270,000 | +8.4% | 11,327 | -0.1% | 0.78% | +0.3% |
| Q3 2021 | $1,172,000 | +2.4% | 11,336 | +3.9% | 0.78% | +3.7% |
| Q2 2021 | $1,144,000 | +2.3% | 10,914 | -1.3% | 0.75% | -8.2% |
| Q1 2021 | $1,118,000 | +22.6% | 11,055 | +10.9% | 0.82% | +9.2% |
| Q4 2020 | $912,000 | +353.7% | 9,964 | +300.8% | 0.75% | +304.3% |
| Q3 2020 | $201,000 | +2.6% | 2,486 | 0.0% | 0.18% | +3.4% |
| Q2 2020 | $196,000 | +11.4% | 2,486 | 0.0% | 0.18% | -3.8% |
| Q1 2020 | $176,000 | -24.5% | 2,486 | 0.0% | 0.19% | -11.8% |
| Q4 2019 | $233,000 | +5.4% | 2,486 | 0.0% | 0.21% | -3.2% |
| Q3 2019 | $221,000 | +1.8% | 2,486 | 0.0% | 0.22% | +0.9% |
| Q2 2019 | $217,000 | +1.9% | 2,486 | 0.0% | 0.22% | +1.9% |
| Q1 2019 | $213,000 | +9.8% | 2,486 | 0.0% | 0.21% | +1.0% |
| Q4 2018 | $194,000 | -10.6% | 2,486 | 0.0% | 0.21% | +1.9% |
| Q3 2018 | $217,000 | +5.3% | 2,486 | 0.0% | 0.21% | +7.9% |
| Q2 2018 | $206,000 | +0.5% | 2,486 | 0.0% | 0.19% | +1.6% |
| Q1 2018 | $205,000 | -3.8% | 2,486 | 0.0% | 0.19% | +2.2% |
| Q4 2017 | $213,000 | – | 2,486 | – | 0.18% | – |
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% |