VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 584 filers reported holding VANGUARD WHITEHALL FDS in Q2 2017. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,072 | -8.7% | 2,401 | -6.2% | 0.03% | 0.0% |
| Q2 2023 | $271,645 | -5.0% | 2,561 | -5.5% | 0.03% | -9.7% |
| Q1 2023 | $285,905 | -7.6% | 2,710 | -5.2% | 0.03% | -18.4% |
| Q4 2022 | $309,481 | +14.2% | 2,860 | 0.0% | 0.04% | +11.8% |
| Q3 2022 | $271,000 | -6.9% | 2,860 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $291,000 | -9.3% | 2,860 | 0.0% | 0.03% | +17.2% |
| Q1 2022 | $321,000 | 0.0% | 2,860 | 0.0% | 0.03% | +16.0% |
| Q4 2021 | $321,000 | +1.3% | 2,860 | -6.5% | 0.02% | -10.7% |
| Q3 2021 | $317,000 | -1.2% | 3,060 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $321,000 | +3.9% | 3,060 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $309,000 | +10.4% | 3,060 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $280,000 | +13.4% | 3,060 | 0.0% | 0.03% | -3.3% |
| Q3 2020 | $247,000 | +9.8% | 3,060 | +7.0% | 0.03% | -3.2% |
| Q2 2020 | $225,000 | +11.4% | 2,860 | 0.0% | 0.03% | +3.3% |
| Q1 2020 | $202,000 | -24.6% | 2,860 | 0.0% | 0.03% | 0.0% |
| Q4 2019 | $268,000 | +5.5% | 2,860 | 0.0% | 0.03% | -3.2% |
| Q3 2019 | $254,000 | +1.6% | 2,860 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $250,000 | +2.0% | 2,860 | 0.0% | 0.03% | -6.1% |
| Q1 2019 | $245,000 | 0.0% | 2,860 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $245,000 | 0.0% | 2,860 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $245,000 | +2.9% | 2,860 | 0.0% | 0.03% | +3.1% |
| Q2 2018 | $238,000 | +0.8% | 2,860 | 0.0% | 0.03% | +3.2% |
| Q1 2018 | $236,000 | -3.7% | 2,860 | 0.0% | 0.03% | -3.1% |
| Q4 2017 | $245,000 | +5.6% | 2,860 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $232,000 | +3.6% | 2,860 | 0.0% | 0.03% | -5.9% |
| Q2 2017 | $224,000 | +0.9% | 2,860 | 0.0% | 0.03% | +6.2% |
| Q1 2017 | $222,000 | +2.3% | 2,860 | 0.0% | 0.03% | -3.0% |
| Q4 2016 | $217,000 | +5.3% | 2,860 | 0.0% | 0.03% | +10.0% |
| Q3 2016 | $206,000 | +1.0% | 2,860 | 0.0% | 0.03% | -3.2% |
| Q2 2016 | $204,000 | – | 2,860 | – | 0.03% | – |
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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% |