VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,758,755 | +34.6% | 17,022 | +38.2% | 0.09% | +34.8% |
| Q2 2023 | $1,306,351 | -3.2% | 12,316 | -3.8% | 0.07% | -14.3% |
| Q1 2023 | $1,350,203 | -14.9% | 12,798 | -12.7% | 0.08% | -18.9% |
| Q4 2022 | $1,585,959 | +40.5% | 14,656 | +23.2% | 0.10% | +43.9% |
| Q3 2022 | $1,129,000 | -5.8% | 11,900 | +0.9% | 0.07% | -4.3% |
| Q2 2022 | $1,199,000 | -9.3% | 11,794 | +0.2% | 0.07% | +11.3% |
| Q1 2022 | $1,322,000 | 0.0% | 11,775 | -0.1% | 0.06% | 0.0% |
| Q4 2021 | $1,322,000 | +8.2% | 11,792 | -0.2% | 0.06% | -1.6% |
| Q3 2021 | $1,222,000 | +11.7% | 11,821 | +13.2% | 0.06% | +12.5% |
| Q2 2021 | $1,094,000 | +44.5% | 10,438 | +39.5% | 0.06% | +24.4% |
| Q1 2021 | $757,000 | +35.9% | 7,485 | +23.0% | 0.04% | +32.4% |
| Q4 2020 | $557,000 | +28.0% | 6,086 | +13.1% | 0.03% | +13.3% |
| Q3 2020 | $435,000 | -29.5% | 5,380 | -31.3% | 0.03% | -40.0% |
| Q2 2020 | $617,000 | -12.2% | 7,830 | -21.2% | 0.05% | -32.4% |
| Q1 2020 | $703,000 | -22.9% | 9,940 | +2.2% | 0.07% | -24.5% |
| Q4 2019 | $912,000 | +16.5% | 9,730 | +10.3% | 0.10% | +7.7% |
| Q3 2019 | $783,000 | +4.7% | 8,819 | +3.0% | 0.09% | +4.6% |
| Q2 2019 | $748,000 | +3.6% | 8,565 | +1.7% | 0.09% | 0.0% |
| Q1 2019 | $722,000 | +35.0% | 8,425 | +22.8% | 0.09% | +13.0% |
| Q4 2018 | $535,000 | -10.4% | 6,862 | +0.0% | 0.08% | +5.5% |
| Q3 2018 | $597,000 | +4.7% | 6,859 | 0.0% | 0.07% | 0.0% |
| Q2 2018 | $570,000 | -5.8% | 6,859 | -6.5% | 0.07% | -12.0% |
| Q1 2018 | $605,000 | -3.7% | 7,333 | +0.0% | 0.08% | +9.2% |
| Q4 2017 | $628,000 | +5.7% | 7,332 | +0.0% | 0.08% | 0.0% |
| Q3 2017 | $594,000 | – | 7,331 | – | 0.08% | – |
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% |