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 | $1,695,481 | +61.7% | 16,410 | +66.0% | 0.60% | +70.7% |
| Q2 2023 | $1,048,820 | -59.9% | 9,888 | -59.1% | 0.35% | -59.1% |
| Q4 2022 | $2,618,682 | +1.8% | 24,200 | +5.6% | 0.86% | +14.6% |
| Q1 2022 | $2,572,000 | -32.7% | 22,914 | -32.8% | 0.75% | -31.4% |
| Q4 2021 | $3,821,000 | -3.0% | 34,087 | -10.6% | 1.09% | -8.3% |
| Q3 2021 | $3,941,000 | -7.4% | 38,132 | -6.1% | 1.19% | +5.3% |
| Q2 2021 | $4,255,000 | -3.5% | 40,614 | -6.9% | 1.13% | -12.9% |
| Q1 2021 | $4,411,000 | +7.9% | 43,632 | -2.3% | 1.30% | +51.0% |
| Q4 2020 | $4,089,000 | -18.7% | 44,681 | -16.7% | 0.86% | -14.2% |
| Q4 2019 | $5,028,000 | -1.8% | 53,657 | -7.0% | 1.00% | +9.3% |
| Q3 2019 | $5,119,000 | +17.1% | 57,689 | +15.4% | 0.92% | +24.1% |
| Q2 2019 | $4,370,000 | -5.8% | 50,011 | -7.6% | 0.74% | -3.7% |
| Q1 2019 | $4,638,000 | -11.3% | 54,150 | -9.8% | 0.77% | 0.0% |
| Q3 2018 | $5,229,000 | -0.3% | 60,041 | -4.9% | 0.77% | -3.5% |
| Q2 2018 | $5,245,000 | -1.2% | 63,160 | -1.8% | 0.80% | -6.9% |
| Q1 2018 | $5,307,000 | +66.8% | 64,341 | +73.1% | 0.85% | +55.3% |
| Q4 2017 | $3,182,000 | -2.4% | 37,162 | -7.6% | 0.55% | -6.5% |
| Q3 2017 | $3,261,000 | +589.4% | 40,219 | +564.3% | 0.59% | +560.7% |
| Q2 2017 | $473,000 | +6.5% | 6,054 | +5.9% | 0.09% | +1.1% |
| Q1 2017 | $444,000 | -2.8% | 5,715 | -5.1% | 0.09% | +1.1% |
| Q4 2016 | $457,000 | +7.5% | 6,025 | +2.2% | 0.09% | +14.5% |
| Q3 2016 | $425,000 | +14.6% | 5,896 | +13.5% | 0.08% | +20.6% |
| Q2 2016 | $371,000 | +19.3% | 5,194 | +15.4% | 0.06% | +16.7% |
| Q1 2016 | $311,000 | – | 4,499 | – | 0.05% | – |
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% |