VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,476,164 | -5.6% | 111,074 | -3.1% | 0.67% | +2.3% |
Q2 2023 | $12,163,184 | -0.5% | 114,671 | -1.0% | 0.66% | +2.3% |
Q1 2023 | $12,223,710 | -7.0% | 115,865 | -4.6% | 0.64% | -3.9% |
Q4 2022 | $13,144,541 | +14.5% | 121,473 | +0.4% | 0.67% | -4.3% |
Q3 2022 | $11,478,000 | -9.0% | 120,973 | -2.4% | 0.70% | -3.6% |
Q2 2022 | $12,611,000 | -13.5% | 124,006 | -4.6% | 0.72% | +3.7% |
Q1 2022 | $14,587,000 | +2.5% | 129,950 | +2.4% | 0.70% | +2.7% |
Q4 2021 | $14,234,000 | +6.2% | 126,965 | -2.1% | 0.68% | -1.7% |
Q3 2021 | $13,409,000 | -2.9% | 129,746 | -1.5% | 0.69% | -2.3% |
Q2 2021 | $13,806,000 | +1.4% | 131,776 | -2.1% | 0.71% | -4.5% |
Q1 2021 | $13,613,000 | +11.2% | 134,662 | +0.6% | 0.74% | +1.1% |
Q4 2020 | $12,247,000 | +14.4% | 133,833 | +1.2% | 0.73% | -0.7% |
Q3 2020 | $10,706,000 | +1.1% | 132,291 | -1.6% | 0.74% | -4.9% |
Q2 2020 | $10,592,000 | +763.2% | 134,456 | +675.4% | 0.78% | +617.6% |
Q1 2020 | $1,227,000 | -28.2% | 17,341 | -5.0% | 0.11% | -3.6% |
Q4 2019 | $1,710,000 | +51.1% | 18,250 | +43.1% | 0.11% | +23.1% |
Q3 2019 | $1,132,000 | +14.1% | 12,752 | +12.3% | 0.09% | +12.3% |
Q2 2019 | $992,000 | +2.0% | 11,358 | 0.0% | 0.08% | -1.2% |
Q1 2019 | $973,000 | +9.8% | 11,358 | 0.0% | 0.08% | -2.4% |
Q4 2018 | $886,000 | -12.5% | 11,358 | -2.2% | 0.08% | +1.2% |
Q3 2018 | $1,012,000 | +4.9% | 11,617 | 0.0% | 0.08% | +1.2% |
Q2 2018 | $965,000 | +0.5% | 11,617 | -0.2% | 0.08% | 0.0% |
Q1 2018 | $960,000 | -8.8% | 11,641 | -5.3% | 0.08% | -5.7% |
Q4 2017 | $1,053,000 | +5.3% | 12,297 | -0.3% | 0.09% | +1.2% |
Q3 2017 | $1,000,000 | -4.0% | 12,338 | -7.5% | 0.09% | -7.5% |
Q2 2017 | $1,042,000 | +0.6% | 13,338 | 0.0% | 0.09% | -1.1% |
Q1 2017 | $1,036,000 | -1.3% | 13,338 | -3.7% | 0.09% | -4.1% |
Q4 2016 | $1,050,000 | +13.5% | 13,852 | +8.1% | 0.10% | +8.9% |
Q3 2016 | $925,000 | -3.8% | 12,817 | -4.7% | 0.09% | -7.2% |
Q2 2016 | $962,000 | +2.2% | 13,456 | -1.3% | 0.10% | -4.9% |
Q1 2016 | $941,000 | +3.4% | 13,631 | 0.0% | 0.10% | -1.0% |
Q4 2015 | $910,000 | +6.2% | 13,631 | -0.4% | 0.10% | +2.0% |
Q3 2015 | $857,000 | -7.5% | 13,686 | -0.5% | 0.10% | 0.0% |
Q2 2015 | $926,000 | -1.5% | 13,754 | -0.1% | 0.10% | 0.0% |
Q1 2015 | $940,000 | -0.6% | 13,766 | +0.0% | 0.10% | -3.8% |
Q4 2014 | $946,000 | +3.2% | 13,765 | -0.3% | 0.10% | +4.0% |
Q3 2014 | $917,000 | -9.8% | 13,804 | -10.0% | 0.10% | -5.6% |
Q2 2014 | $1,017,000 | +0.9% | 15,341 | -4.0% | 0.11% | -3.6% |
Q1 2014 | $1,008,000 | -12.0% | 15,977 | -13.1% | 0.11% | -20.7% |
Q4 2013 | $1,145,000 | +6.1% | 18,377 | -2.1% | 0.14% | -1.4% |
Q3 2013 | $1,079,000 | +0.9% | 18,777 | -1.0% | 0.14% | -2.7% |
Q2 2013 | $1,069,000 | – | 18,969 | – | 0.15% | – |
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% |