VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 479 filers reported holding VANGUARD WHITEHALL FDS in Q3 2016. The put-call ratio across all filers is 0.88 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $92,452,000 | +3.6% | 1,140,393 | -0.1% | 0.55% | -2.5% |
| Q2 2017 | $89,239,000 | +8.8% | 1,141,753 | +8.1% | 0.57% | +3.3% |
| Q1 2017 | $82,024,000 | +11.3% | 1,056,328 | +8.6% | 0.55% | +0.9% |
| Q4 2016 | $73,674,000 | +12.1% | 972,334 | +6.7% | 0.54% | +4.2% |
| Q3 2016 | $65,738,000 | +6.7% | 911,251 | +5.7% | 0.52% | +0.6% |
| Q2 2016 | $61,583,000 | +24.1% | 861,778 | +19.9% | 0.52% | +17.4% |
| Q1 2016 | $49,631,000 | +6.5% | 718,873 | +3.0% | 0.44% | +0.2% |
| Q4 2015 | $46,591,000 | +23.1% | 697,991 | +15.6% | 0.44% | +10.8% |
| Q3 2015 | $37,842,000 | -10.1% | 604,017 | -3.4% | 0.40% | -4.8% |
| Q2 2015 | $42,073,000 | +3.2% | 624,971 | +4.7% | 0.42% | -1.2% |
| Q1 2015 | $40,766,000 | +18.2% | 596,872 | +19.0% | 0.42% | +9.3% |
| Q4 2014 | $34,486,000 | +33.7% | 501,618 | +29.1% | 0.39% | +23.2% |
| Q3 2014 | $25,803,000 | +4.5% | 388,546 | +4.3% | 0.31% | +4.3% |
| Q2 2014 | $24,695,000 | +6.6% | 372,386 | +1.5% | 0.30% | -5.9% |
| Q1 2014 | $23,168,000 | +11.7% | 367,041 | +10.3% | 0.32% | +6.3% |
| Q4 2013 | $20,739,000 | +34.6% | 332,778 | +24.2% | 0.30% | +20.4% |
| Q3 2013 | $15,404,000 | +20.2% | 267,949 | +17.9% | 0.25% | +10.6% |
| Q2 2013 | $12,811,000 | – | 227,263 | – | 0.23% | – |
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% |