VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 352 filers reported holding VANGUARD WHITEHALL FDS in Q4 2014. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $15,889,000 | +1.0% | 167,461 | +8.2% | 1.34% | +9.1% |
| Q2 2022 | $15,737,000 | -2.5% | 154,735 | +7.7% | 1.22% | +17.2% |
| Q1 2022 | $16,133,000 | +5.6% | 143,725 | +5.5% | 1.04% | +6.4% |
| Q4 2021 | $15,272,000 | +8.6% | 136,223 | +0.1% | 0.98% | -2.1% |
| Q3 2021 | $14,067,000 | +0.5% | 136,115 | +1.9% | 1.00% | +0.4% |
| Q2 2021 | $13,994,000 | +4.5% | 133,564 | +0.8% | 1.00% | -6.1% |
| Q1 2021 | $13,390,000 | +10.8% | 132,460 | +0.3% | 1.06% | +8.5% |
| Q4 2020 | $12,082,000 | +13.1% | 132,033 | +0.1% | 0.98% | +1.1% |
| Q3 2020 | $10,679,000 | +1.1% | 131,948 | -1.6% | 0.97% | -7.2% |
| Q2 2020 | $10,566,000 | +13.8% | 134,123 | +2.2% | 1.04% | -7.5% |
| Q1 2020 | $9,284,000 | -26.9% | 131,219 | -3.2% | 1.13% | -10.7% |
| Q4 2019 | $12,699,000 | +7.8% | 135,513 | +2.1% | 1.26% | -0.9% |
| Q3 2019 | $11,776,000 | +1.5% | 132,721 | -0.1% | 1.28% | +3.0% |
| Q2 2019 | $11,603,000 | +1.9% | 132,790 | -0.1% | 1.24% | -1.0% |
| Q1 2019 | $11,391,000 | +13.6% | 132,977 | +3.4% | 1.25% | -4.4% |
| Q4 2018 | $10,029,000 | -4.7% | 128,596 | +6.4% | 1.31% | +10.8% |
| Q3 2018 | $10,528,000 | +5.4% | 120,892 | +0.5% | 1.18% | -5.4% |
| Q2 2018 | $9,992,000 | +2.6% | 120,317 | +1.9% | 1.25% | -1.7% |
| Q1 2018 | $9,743,000 | -4.5% | 118,117 | -0.9% | 1.27% | -3.4% |
| Q4 2017 | $10,206,000 | +7.9% | 119,190 | +2.1% | 1.31% | +3.6% |
| Q3 2017 | $9,463,000 | +0.5% | 116,728 | -3.2% | 1.27% | -1.8% |
| Q2 2017 | $9,420,000 | +2.6% | 120,528 | +1.9% | 1.29% | +1.3% |
| Q1 2017 | $9,184,000 | +6.7% | 118,278 | +4.1% | 1.27% | +51.0% |
| Q4 2016 | $8,606,000 | +7.2% | 113,578 | +2.0% | 0.84% | +27.3% |
| Q3 2016 | $8,030,000 | +6.4% | 111,308 | +5.4% | 0.66% | +9.2% |
| Q2 2016 | $7,544,000 | +14.1% | 105,568 | +10.2% | 0.61% | +26.8% |
| Q1 2016 | $6,613,000 | +115.2% | 95,783 | +108.1% | 0.48% | +127.6% |
| Q4 2015 | $3,073,000 | +24.9% | 46,033 | +17.2% | 0.21% | +32.9% |
| Q3 2015 | $2,461,000 | -6.4% | 39,283 | +0.6% | 0.16% | +9.7% |
| Q2 2015 | $2,628,000 | +18.4% | 39,033 | +20.1% | 0.14% | +22.0% |
| Q1 2015 | $2,220,000 | +42.2% | 32,500 | +43.2% | 0.12% | +57.3% |
| Q4 2014 | $1,561,000 | +28.8% | 22,700 | +24.4% | 0.08% | +27.1% |
| Q3 2014 | $1,212,000 | +0.2% | 18,250 | 0.0% | 0.06% | +3.5% |
| Q2 2014 | $1,210,000 | +9.5% | 18,250 | +4.2% | 0.06% | +7.5% |
| Q1 2014 | $1,105,000 | +21.4% | 17,510 | +19.9% | 0.05% | +23.3% |
| Q4 2013 | $910,000 | +8.5% | 14,600 | 0.0% | 0.04% | 0.0% |
| Q3 2013 | $839,000 | +1.9% | 14,600 | 0.0% | 0.04% | -2.3% |
| Q2 2013 | $823,000 | – | 14,600 | – | 0.04% | – |
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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% |