VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 564 filers reported holding VANGUARD WHITEHALL FDS in Q1 2017. The put-call ratio across all filers is 0.64 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,290,825 | +3.9% | 118,959 | +6.7% | 0.26% | +5.8% |
| Q2 2023 | $11,830,902 | +14.6% | 111,539 | +14.0% | 0.24% | +8.6% |
| Q1 2023 | $10,326,576 | +8.3% | 97,882 | +11.1% | 0.22% | +0.9% |
| Q4 2022 | $9,534,456 | +34.5% | 88,111 | +18.0% | 0.22% | +53.8% |
| Q3 2022 | $7,087,000 | +7.9% | 74,698 | +15.7% | 0.14% | +12.6% |
| Q2 2022 | $6,566,000 | +1.3% | 64,560 | +11.8% | 0.13% | +11.4% |
| Q1 2022 | $6,481,000 | +5.0% | 57,737 | +4.9% | 0.11% | +7.5% |
| Q4 2021 | $6,171,000 | +16.8% | 55,045 | +7.7% | 0.11% | +9.3% |
| Q3 2021 | $5,282,000 | +8.7% | 51,108 | +10.2% | 0.10% | +9.0% |
| Q2 2021 | $4,861,000 | +13.5% | 46,393 | +9.5% | 0.09% | +7.2% |
| Q1 2021 | $4,283,000 | +14.5% | 42,364 | +3.6% | 0.08% | +9.2% |
| Q4 2020 | $3,742,000 | +21.1% | 40,895 | +7.2% | 0.08% | +8.6% |
| Q3 2020 | $3,089,000 | +8.3% | 38,164 | +5.4% | 0.07% | +4.5% |
| Q2 2020 | $2,852,000 | +8.3% | 36,202 | -2.7% | 0.07% | -2.9% |
| Q1 2020 | $2,633,000 | -34.7% | 37,209 | -13.6% | 0.07% | -21.6% |
| Q4 2019 | $4,035,000 | -1.5% | 43,060 | -6.7% | 0.09% | -3.3% |
| Q3 2019 | $4,097,000 | -0.6% | 46,176 | -2.1% | 0.09% | +1.1% |
| Q2 2019 | $4,120,000 | +3.4% | 47,148 | +1.3% | 0.09% | +1.1% |
| Q1 2019 | $3,986,000 | +19.2% | 46,530 | +8.5% | 0.09% | +11.2% |
| Q4 2018 | $3,343,000 | -6.9% | 42,867 | +4.0% | 0.08% | +1.3% |
| Q3 2018 | $3,589,000 | +13.7% | 41,208 | +8.5% | 0.08% | +12.9% |
| Q2 2018 | $3,156,000 | -2.0% | 37,996 | -2.7% | 0.07% | -1.4% |
| Q1 2018 | $3,221,000 | -7.6% | 39,051 | -4.0% | 0.07% | -5.3% |
| Q4 2017 | $3,485,000 | +71.8% | 40,695 | +62.6% | 0.08% | +59.6% |
| Q3 2017 | $2,029,000 | +26.3% | 25,030 | +21.7% | 0.05% | +20.5% |
| Q2 2017 | $1,607,000 | +29.2% | 20,564 | +28.3% | 0.04% | +25.8% |
| Q1 2017 | $1,244,000 | +27.3% | 16,023 | +24.3% | 0.03% | +24.0% |
| Q4 2016 | $977,000 | +77.6% | 12,890 | +69.0% | 0.02% | +78.6% |
| Q3 2016 | $550,000 | – | 7,628 | – | 0.01% | – |
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% |