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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $203,615 | -27.3% | 1,930 | -29.8% | 0.03% | -30.6% |
| Q2 2022 | $280,000 | -9.4% | 2,750 | 0.0% | 0.05% | +6.5% |
| Q1 2022 | $309,000 | +0.3% | 2,750 | 0.0% | 0.05% | +17.9% |
| Q4 2021 | $308,000 | +8.5% | 2,750 | 0.0% | 0.04% | -2.5% |
| Q3 2021 | $284,000 | -1.4% | 2,750 | 0.0% | 0.04% | +5.3% |
| Q2 2021 | $288,000 | +3.6% | 2,750 | 0.0% | 0.04% | -7.3% |
| Q1 2021 | $278,000 | +10.3% | 2,750 | 0.0% | 0.04% | +5.1% |
| Q4 2020 | $252,000 | +13.0% | 2,750 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $223,000 | +2.8% | 2,750 | 0.0% | 0.04% | -2.5% |
| Q2 2020 | $217,000 | -15.9% | 2,750 | 0.0% | 0.04% | -21.6% |
| Q4 2019 | $258,000 | +5.7% | 2,750 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $244,000 | +1.7% | 2,750 | 0.0% | 0.05% | +6.1% |
| Q2 2019 | $240,000 | -36.3% | 2,750 | -37.5% | 0.05% | -41.7% |
| Q1 2019 | $377,000 | +9.9% | 4,400 | 0.0% | 0.08% | -6.7% |
| Q4 2018 | $343,000 | -10.4% | 4,400 | 0.0% | 0.09% | +1.1% |
| Q3 2018 | $383,000 | +4.9% | 4,400 | 0.0% | 0.09% | -2.2% |
| Q2 2018 | $365,000 | +35.7% | 4,400 | +35.0% | 0.09% | +28.2% |
| Q1 2018 | $269,000 | -5.9% | 3,260 | -2.2% | 0.07% | -10.1% |
| Q4 2017 | $286,000 | +3.6% | 3,335 | -1.9% | 0.08% | -1.2% |
| Q3 2017 | $276,000 | -6.4% | 3,400 | -9.9% | 0.08% | -10.1% |
| Q2 2017 | $295,000 | – | 3,775 | – | 0.09% | – |
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% |