VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,123,226 | -2.6% | 20,550 | 0.0% | 1.31% | +66.9% |
| Q2 2023 | $2,179,739 | +0.5% | 20,550 | 0.0% | 0.78% | 0.0% |
| Q1 2023 | $2,168,025 | -2.5% | 20,550 | 0.0% | 0.78% | -1.1% |
| Q4 2022 | $2,223,716 | +14.0% | 20,550 | 0.0% | 0.79% | +74.4% |
| Q3 2022 | $1,950,000 | -6.7% | 20,550 | 0.0% | 0.45% | +0.4% |
| Q2 2022 | $2,090,000 | -82.7% | 20,550 | -80.9% | 0.45% | -75.7% |
| Q1 2022 | $12,095,000 | -62.0% | 107,750 | -62.0% | 1.86% | -59.1% |
| Q4 2021 | $31,811,000 | +8.5% | 283,750 | 0.0% | 4.55% | +1.4% |
| Q3 2021 | $29,326,000 | -5.4% | 283,750 | -4.1% | 4.48% | -3.9% |
| Q2 2021 | $30,985,000 | +3.6% | 295,742 | 0.0% | 4.67% | +6.6% |
| Q1 2021 | $29,897,000 | +10.5% | 295,742 | 0.0% | 4.38% | +3.3% |
| Q4 2020 | $27,063,000 | +13.1% | 295,742 | 0.0% | 4.24% | -6.4% |
| Q3 2020 | $23,934,000 | +2.7% | 295,742 | 0.0% | 4.53% | -4.0% |
| Q2 2020 | $23,299,000 | -7.6% | 295,742 | -17.0% | 4.72% | -11.1% |
| Q1 2020 | $25,207,000 | -16.9% | 356,282 | +10.1% | 5.31% | +7.1% |
| Q4 2019 | $30,338,000 | +24.2% | 323,742 | +17.6% | 4.96% | +16.9% |
| Q3 2019 | $24,418,000 | +1.5% | 275,192 | 0.0% | 4.24% | -6.2% |
| Q2 2019 | $24,046,000 | +2.0% | 275,192 | 0.0% | 4.53% | -2.9% |
| Q1 2019 | $23,573,000 | +10.2% | 275,192 | +0.4% | 4.66% | +1.4% |
| Q4 2018 | $21,384,000 | -9.4% | 274,190 | +1.1% | 4.60% | +12.0% |
| Q3 2018 | $23,611,000 | +6.0% | 271,106 | +1.1% | 4.10% | +1.7% |
| Q2 2018 | $22,273,000 | +1.8% | 268,187 | +1.1% | 4.04% | +0.5% |
| Q1 2018 | $21,877,000 | -2.9% | 265,208 | +0.8% | 4.02% | +0.0% |
| Q4 2017 | $22,538,000 | +5.6% | 263,200 | 0.0% | 4.01% | +3.7% |
| Q3 2017 | $21,338,000 | +3.7% | 263,200 | 0.0% | 3.87% | +10.9% |
| Q2 2017 | $20,572,000 | +71.3% | 263,200 | +70.1% | 3.49% | +70.0% |
| Q1 2017 | $12,012,000 | +2.5% | 154,700 | 0.0% | 2.05% | -0.5% |
| Q4 2016 | $11,722,000 | -35.8% | 154,700 | -38.9% | 2.06% | -33.6% |
| Q3 2016 | $18,266,000 | +1.0% | 253,200 | 0.0% | 3.11% | -2.5% |
| Q2 2016 | $18,094,000 | – | 253,200 | – | 3.19% | – |
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% |