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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $214,000 | -12.7% | 2,717 | -21.7% | 0.01% | -31.6% |
| Q1 2020 | $245,000 | -24.4% | 3,468 | +0.4% | 0.02% | 0.0% |
| Q4 2019 | $324,000 | +5.9% | 3,454 | +0.1% | 0.02% | 0.0% |
| Q3 2019 | $306,000 | +47.1% | 3,451 | +37.8% | 0.02% | +18.8% |
| Q2 2018 | $208,000 | -99.9% | 2,505 | -4.4% | 0.02% | -11.1% |
| Q1 2018 | $216,124,000 | +40832.6% | 2,620 | -57.5% | 0.02% | -59.1% |
| Q4 2017 | $528,000 | -27.8% | 6,166 | -31.6% | 0.04% | -26.7% |
| Q3 2017 | $731,000 | +53.9% | 9,013 | +48.3% | 0.06% | +33.3% |
| Q2 2017 | $475,000 | -77.5% | 6,076 | -81.6% | 0.04% | -87.4% |
| Q4 2014 | $2,107,000 | -4.9% | 33,075 | -0.8% | 0.36% | +0.6% |
| Q3 2014 | $2,215,000 | -7.0% | 33,349 | -7.2% | 0.36% | -5.6% |
| Q2 2014 | $2,382,000 | +28.8% | 35,919 | +22.6% | 0.38% | +15.0% |
| Q1 2014 | $1,850,000 | -3.9% | 29,309 | -5.2% | 0.33% | -9.2% |
| Q4 2013 | $1,926,000 | +24.2% | 30,904 | +14.5% | 0.36% | +27.2% |
| Q3 2013 | $1,551,000 | +0.1% | 26,980 | -1.8% | 0.28% | -9.3% |
| Q2 2013 | $1,549,000 | – | 27,475 | – | 0.31% | – |
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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% |