VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 999 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $920,000 | +17.6% | 10,374 | +15.9% | 0.01% | +12.5% |
| Q2 2019 | $782,000 | +1.8% | 8,954 | -0.1% | 0.01% | 0.0% |
| Q1 2019 | $768,000 | -9.4% | 8,961 | -17.6% | 0.01% | -11.1% |
| Q4 2018 | $848,000 | -16.2% | 10,876 | -6.4% | 0.01% | 0.0% |
| Q3 2018 | $1,012,000 | -3.1% | 11,625 | -7.5% | 0.01% | -10.0% |
| Q2 2018 | $1,044,000 | -4.0% | 12,569 | -4.6% | 0.01% | 0.0% |
| Q1 2018 | $1,087,000 | -3.1% | 13,179 | +0.6% | 0.01% | 0.0% |
| Q4 2017 | $1,122,000 | +6.8% | 13,099 | +1.1% | 0.01% | 0.0% |
| Q3 2017 | $1,051,000 | +1.1% | 12,959 | -2.6% | 0.01% | 0.0% |
| Q2 2017 | $1,040,000 | -43.3% | 13,303 | -43.7% | 0.01% | -41.2% |
| Q1 2017 | $1,834,000 | -23.2% | 23,622 | -25.0% | 0.02% | -22.7% |
| Q4 2016 | $2,388,000 | +5.1% | 31,513 | 0.0% | 0.02% | +4.8% |
| Q3 2016 | $2,273,000 | +0.9% | 31,513 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $2,252,000 | +4.3% | 31,513 | +0.7% | 0.02% | +5.0% |
| Q1 2016 | $2,160,000 | +21.3% | 31,284 | +17.3% | 0.02% | +25.0% |
| Q4 2015 | $1,780,000 | +1.8% | 26,660 | -4.4% | 0.02% | 0.0% |
| Q3 2015 | $1,748,000 | -24.5% | 27,895 | -18.8% | 0.02% | -23.8% |
| Q2 2015 | $2,314,000 | – | 34,372 | – | 0.02% | – |
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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% |