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 | $1,935,373 | -7.5% | 18,732 | -5.0% | 0.00% | 0.0% |
| Q2 2023 | $2,092,215 | +24.6% | 19,725 | +24.0% | 0.00% | 0.0% |
| Q1 2023 | $1,678,680 | +16.8% | 15,912 | +19.8% | 0.00% | +50.0% |
| Q4 2022 | $1,437,217 | +36.0% | 13,282 | +20.9% | 0.00% | 0.0% |
| Q3 2022 | $1,057,000 | +18.5% | 10,983 | +25.6% | 0.00% | +100.0% |
| Q2 2022 | $892,000 | +22.7% | 8,742 | +35.0% | 0.00% | 0.0% |
| Q1 2022 | $727,000 | +91.8% | 6,477 | +87.4% | 0.00% | – |
| Q4 2021 | $379,000 | +3.8% | 3,456 | -0.8% | 0.00% | -100.0% |
| Q3 2021 | $365,000 | -7.4% | 3,484 | -7.2% | 0.00% | 0.0% |
| Q2 2021 | $394,000 | -34.7% | 3,756 | -37.0% | 0.00% | 0.0% |
| Q1 2021 | $603,000 | +3.6% | 5,966 | -6.1% | 0.00% | 0.0% |
| Q4 2020 | $582,000 | +75.8% | 6,356 | +55.5% | 0.00% | 0.0% |
| Q3 2020 | $331,000 | -52.9% | 4,088 | -54.2% | 0.00% | 0.0% |
| Q2 2020 | $703,000 | +17.4% | 8,927 | +5.3% | 0.00% | 0.0% |
| Q1 2020 | $599,000 | +17.9% | 8,476 | +56.2% | 0.00% | 0.0% |
| Q4 2019 | $508,000 | +8.3% | 5,426 | +2.5% | 0.00% | 0.0% |
| Q3 2019 | $469,000 | -6.6% | 5,295 | -7.9% | 0.00% | 0.0% |
| Q2 2019 | $502,000 | -50.2% | 5,752 | -51.1% | 0.00% | -50.0% |
| Q1 2019 | $1,008,000 | +13.8% | 11,764 | +2.8% | 0.00% | 0.0% |
| Q4 2018 | $886,000 | -24.6% | 11,444 | -15.2% | 0.00% | 0.0% |
| Q3 2018 | $1,175,000 | -1.7% | 13,497 | -6.2% | 0.00% | 0.0% |
| Q2 2018 | $1,195,000 | -20.3% | 14,386 | -20.9% | 0.00% | 0.0% |
| Q1 2018 | $1,500,000 | +33.0% | 18,186 | +38.5% | 0.00% | 0.0% |
| Q4 2017 | $1,128,000 | +3.1% | 13,131 | -2.7% | 0.00% | 0.0% |
| Q3 2017 | $1,094,000 | – | 13,500 | – | 0.00% | – |
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% |