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 | $8,843,442 | -52.1% | 85,593 | -50.8% | 0.02% | +5.0% |
Q2 2023 | $18,463,146 | -4.7% | 174,066 | +11.1% | 0.02% | -4.8% |
Q1 2023 | $19,379,386 | +405.2% | 156,674 | +100.5% | 0.02% | +61.5% |
Q4 2022 | $3,836,234 | -47.2% | 78,154 | +2.1% | 0.01% | -35.0% |
Q3 2022 | $7,261,000 | -4.6% | 76,529 | +2.2% | 0.02% | 0.0% |
Q2 2022 | $7,615,000 | -9.3% | 74,878 | +0.1% | 0.02% | +11.1% |
Q1 2022 | $8,394,000 | +10.8% | 74,794 | +10.6% | 0.02% | +12.5% |
Q4 2021 | $7,578,000 | +41.2% | 67,598 | +30.2% | 0.02% | +33.3% |
Q3 2021 | $5,366,000 | -24.9% | 51,913 | -23.9% | 0.01% | -25.0% |
Q2 2021 | $7,143,000 | +28.2% | 68,173 | +23.7% | 0.02% | +14.3% |
Q1 2021 | $5,571,000 | +29.7% | 55,099 | +17.4% | 0.01% | +27.3% |
Q4 2020 | $4,296,000 | +13.5% | 46,946 | -0.4% | 0.01% | -8.3% |
Q3 2020 | $3,784,000 | +166.5% | 47,152 | +161.6% | 0.01% | +71.4% |
Q2 2020 | $1,420,000 | -58.0% | 18,025 | -62.3% | 0.01% | -53.3% |
Q1 2020 | $3,384,000 | -3.1% | 47,810 | +28.3% | 0.02% | +36.4% |
Q4 2019 | $3,493,000 | +22.5% | 37,278 | +16.0% | 0.01% | +10.0% |
Q3 2019 | $2,852,000 | +15.0% | 32,141 | +13.2% | 0.01% | +11.1% |
Q2 2019 | $2,480,000 | +5.2% | 28,391 | +3.2% | 0.01% | 0.0% |
Q1 2019 | $2,357,000 | +34.5% | 27,517 | +22.5% | 0.01% | +12.5% |
Q4 2018 | $1,752,000 | -25.4% | 22,465 | -16.7% | 0.01% | -11.1% |
Q3 2018 | $2,350,000 | -3.4% | 26,984 | -7.9% | 0.01% | -10.0% |
Q2 2018 | $2,432,000 | +2.4% | 29,297 | +1.8% | 0.01% | 0.0% |
Q1 2018 | $2,375,000 | +43.4% | 28,791 | +49.0% | 0.01% | +42.9% |
Q4 2017 | $1,656,000 | +16.0% | 19,329 | +9.8% | 0.01% | 0.0% |
Q3 2017 | $1,427,000 | +3.8% | 17,602 | +0.1% | 0.01% | -22.2% |
Q2 2017 | $1,375,000 | -17.5% | 17,586 | -18.1% | 0.01% | -10.0% |
Q1 2017 | $1,667,000 | -11.5% | 21,479 | -13.6% | 0.01% | -16.7% |
Q4 2016 | $1,883,000 | +16.6% | 24,858 | +11.0% | 0.01% | +9.1% |
Q3 2016 | $1,615,000 | +3.5% | 22,391 | +2.5% | 0.01% | 0.0% |
Q2 2016 | $1,561,000 | +29.1% | 21,853 | +24.8% | 0.01% | +22.2% |
Q1 2016 | $1,209,000 | -0.2% | 17,512 | -3.5% | 0.01% | 0.0% |
Q4 2015 | $1,211,000 | +50.1% | 18,143 | +40.8% | 0.01% | +28.6% |
Q3 2015 | $807,000 | -34.1% | 12,884 | -29.2% | 0.01% | -22.2% |
Q2 2015 | $1,224,000 | +27.2% | 18,186 | +29.2% | 0.01% | +28.6% |
Q1 2015 | $962,000 | +3.3% | 14,071 | +3.9% | 0.01% | 0.0% |
Q4 2014 | $931,000 | +20.6% | 13,537 | +16.5% | 0.01% | +16.7% |
Q3 2014 | $772,000 | – | 11,617 | – | 0.01% | – |
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% |