VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 736 filers reported holding VANGUARD WHITEHALL FDS in Q3 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $349,532 | -68.3% | 3,383 | -67.4% | 0.02% | -69.2% |
| Q2 2023 | $1,101,325 | -7.4% | 10,383 | -7.9% | 0.05% | -13.3% |
| Q1 2023 | $1,189,368 | -2.5% | 11,274 | 0.0% | 0.06% | -14.3% |
| Q4 2022 | $1,219,919 | +14.0% | 11,274 | 0.0% | 0.07% | +1.4% |
| Q3 2022 | $1,070,000 | -6.7% | 11,274 | 0.0% | 0.07% | -6.8% |
| Q2 2022 | $1,147,000 | +24.5% | 11,274 | +37.3% | 0.07% | +48.0% |
| Q1 2022 | $921,000 | +0.1% | 8,209 | 0.0% | 0.05% | +6.4% |
| Q4 2021 | $920,000 | +8.5% | 8,209 | 0.0% | 0.05% | -2.1% |
| Q3 2021 | $848,000 | -1.4% | 8,209 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $860,000 | +3.6% | 8,209 | 0.0% | 0.05% | -5.8% |
| Q1 2021 | $830,000 | +10.5% | 8,209 | 0.0% | 0.05% | +4.0% |
| Q4 2020 | $751,000 | +13.1% | 8,209 | 0.0% | 0.05% | -2.0% |
| Q3 2020 | $664,000 | -16.4% | 8,209 | -18.5% | 0.05% | -21.5% |
| Q2 2020 | $794,000 | +16.1% | 10,074 | +4.2% | 0.06% | -3.0% |
| Q1 2020 | $684,000 | -17.4% | 9,664 | +9.4% | 0.07% | +17.5% |
| Q4 2019 | $828,000 | +5.9% | 8,831 | +0.2% | 0.06% | +1.8% |
| Q3 2019 | $782,000 | +1.7% | 8,816 | +0.2% | 0.06% | -1.8% |
| Q2 2019 | $769,000 | -48.9% | 8,800 | -49.9% | 0.06% | -5.0% |
| Q1 2019 | $1,506,000 | +120.2% | 17,574 | +100.3% | 0.06% | -3.2% |
| Q4 2018 | $684,000 | -10.1% | 8,774 | +0.3% | 0.06% | +1.6% |
| Q3 2018 | $761,000 | +20.6% | 8,744 | +15.0% | 0.06% | +13.0% |
| Q2 2018 | $631,000 | +9.4% | 7,603 | +8.6% | 0.05% | +8.0% |
| Q1 2018 | $577,000 | -3.7% | 7,000 | 0.0% | 0.05% | -3.8% |
| Q4 2017 | $599,000 | +5.6% | 7,000 | 0.0% | 0.05% | +6.1% |
| Q3 2017 | $567,000 | +3.7% | 7,000 | 0.0% | 0.05% | +2.1% |
| Q2 2017 | $547,000 | +0.6% | 7,000 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $544,000 | – | 7,000 | – | 0.05% | – |
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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% |