VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 736 filers reported holding VANGUARD WHITEHALL FDS in Q3 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,090,797 | -0.4% | 29,915 | +2.2% | 0.89% | +4.3% |
| Q2 2023 | $3,103,586 | +11.2% | 29,260 | +10.6% | 0.85% | +3.9% |
| Q1 2023 | $2,791,508 | +35.1% | 26,460 | +38.6% | 0.82% | +25.9% |
| Q4 2022 | $2,066,248 | +16.3% | 19,095 | +1.9% | 0.65% | +10.1% |
| Q3 2022 | $1,777,000 | +8.5% | 18,730 | +16.3% | 0.59% | +15.6% |
| Q2 2022 | $1,638,000 | +0.4% | 16,105 | +10.8% | 0.51% | +22.8% |
| Q1 2022 | $1,631,000 | +11.5% | 14,530 | +11.3% | 0.42% | +21.2% |
| Q4 2021 | $1,463,000 | +11.2% | 13,050 | +2.5% | 0.34% | -0.3% |
| Q3 2021 | $1,316,000 | +3.5% | 12,734 | +5.0% | 0.34% | +3.3% |
| Q2 2021 | $1,271,000 | +5.9% | 12,129 | +2.2% | 0.33% | -2.1% |
| Q1 2021 | $1,200,000 | +19.9% | 11,869 | +8.5% | 0.34% | +20.1% |
| Q4 2020 | $1,001,000 | +16.3% | 10,939 | +2.8% | 0.28% | +3.3% |
| Q3 2020 | $861,000 | +29.9% | 10,639 | +26.4% | 0.28% | +15.5% |
| Q2 2020 | $663,000 | +15.3% | 8,414 | +3.4% | 0.24% | -9.5% |
| Q1 2020 | $575,000 | -13.9% | 8,134 | +14.2% | 0.26% | +4.4% |
| Q4 2019 | $668,000 | +15.6% | 7,124 | +9.4% | 0.25% | +12.0% |
| Q3 2019 | $578,000 | +18.7% | 6,509 | +16.9% | 0.22% | +17.2% |
| Q2 2019 | $487,000 | +13.5% | 5,569 | +11.2% | 0.19% | +9.7% |
| Q1 2019 | $429,000 | +21.2% | 5,009 | +10.5% | 0.18% | +5.4% |
| Q4 2018 | $354,000 | +20.0% | 4,534 | +34.0% | 0.17% | +44.3% |
| Q3 2018 | $295,000 | +26.6% | 3,384 | +20.5% | 0.12% | +19.8% |
| Q2 2018 | $233,000 | -1.3% | 2,809 | -1.7% | 0.10% | -3.0% |
| Q1 2018 | $236,000 | -3.7% | 2,859 | 0.0% | 0.10% | -2.0% |
| Q4 2017 | $245,000 | +5.6% | 2,859 | 0.0% | 0.10% | -1.0% |
| Q3 2017 | $232,000 | +4.0% | 2,859 | 0.0% | 0.10% | +2.0% |
| Q2 2017 | $223,000 | +0.5% | 2,859 | 0.0% | 0.10% | +1.0% |
| Q1 2017 | $222,000 | – | 2,859 | – | 0.10% | – |
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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% |