VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $675,190 | -3.5% | 6,534 | -1.0% | 0.06% | -3.3% |
Q2 2023 | $699,900 | -1.0% | 6,598 | -1.5% | 0.06% | -6.2% |
Q1 2023 | $707,005 | -3.0% | 6,701 | -0.5% | 0.06% | -3.0% |
Q4 2022 | $728,589 | +14.6% | 6,733 | +0.5% | 0.07% | +1.5% |
Q3 2022 | $636,000 | +1.6% | 6,701 | +8.9% | 0.07% | -26.7% |
Q2 2022 | $626,000 | -9.3% | 6,151 | 0.0% | 0.09% | +4.7% |
Q1 2022 | $690,000 | -6.8% | 6,151 | -6.8% | 0.09% | -6.5% |
Q4 2021 | $740,000 | +8.5% | 6,601 | 0.0% | 0.09% | -3.2% |
Q3 2021 | $682,000 | -1.4% | 6,601 | 0.0% | 0.10% | -5.0% |
Q2 2021 | $692,000 | +3.7% | 6,601 | 0.0% | 0.10% | -1.0% |
Q1 2021 | $667,000 | +1.2% | 6,601 | -8.3% | 0.10% | -1.9% |
Q4 2020 | $659,000 | +7.7% | 7,202 | -4.7% | 0.10% | -14.2% |
Q3 2020 | $612,000 | +7.2% | 7,557 | +4.3% | 0.12% | +1.7% |
Q2 2020 | $571,000 | +17.0% | 7,242 | +5.1% | 0.12% | -4.1% |
Q1 2020 | $488,000 | -24.5% | 6,891 | 0.0% | 0.12% | +3.4% |
Q4 2019 | $646,000 | +5.7% | 6,891 | 0.0% | 0.12% | +105.2% |
Q3 2019 | $611,000 | +1.5% | 6,891 | 0.0% | 0.06% | 0.0% |
Q2 2019 | $602,000 | +131.5% | 6,891 | +127.2% | 0.06% | +123.1% |
Q1 2019 | $260,000 | +9.7% | 3,033 | 0.0% | 0.03% | -7.1% |
Q4 2018 | $237,000 | -10.2% | 3,033 | 0.0% | 0.03% | +12.0% |
Q3 2018 | $264,000 | +4.8% | 3,033 | 0.0% | 0.02% | +8.7% |
Q2 2018 | $252,000 | +1.6% | 3,033 | +0.9% | 0.02% | -4.2% |
Q1 2018 | $248,000 | – | 3,006 | – | 0.02% | – |
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% |