VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 290 filers reported holding VANGUARD WHITEHALL FDS in Q3 2014. The put-call ratio across all filers is 1.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $21,048,000 | -14.7% | 277,784 | -18.8% | 0.68% | -19.0% |
| Q3 2016 | $24,688,000 | -24.2% | 342,226 | -25.0% | 0.85% | -27.7% |
| Q2 2016 | $32,589,000 | +59.6% | 456,041 | +54.2% | 1.17% | +36.5% |
| Q1 2016 | $20,423,000 | +50.1% | 295,812 | +45.1% | 0.86% | +38.7% |
| Q4 2015 | $13,605,000 | +94.7% | 203,820 | +82.8% | 0.62% | +13.0% |
| Q3 2015 | $6,987,000 | -19.3% | 111,523 | -13.2% | 0.55% | -11.1% |
| Q2 2015 | $8,654,000 | +3.6% | 128,553 | +5.1% | 0.62% | +5.3% |
| Q1 2015 | $8,353,000 | +32.5% | 122,298 | +33.4% | 0.58% | -14.6% |
| Q4 2014 | $6,303,000 | +104.9% | 91,686 | +97.9% | 0.68% | +84.4% |
| Q3 2014 | $3,076,000 | +143.4% | 46,318 | +143.1% | 0.37% | +119.5% |
| Q2 2014 | $1,264,000 | +107.9% | 19,056 | +97.9% | 0.17% | +284.1% |
| Q1 2014 | $608,000 | +102.0% | 9,628 | +99.1% | 0.04% | -4.3% |
| Q4 2013 | $301,000 | +27.5% | 4,835 | +17.9% | 0.05% | +12.2% |
| Q3 2013 | $236,000 | +66.2% | 4,101 | +62.5% | 0.04% | +46.4% |
| Q2 2013 | $142,000 | – | 2,524 | – | 0.03% | – |
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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% |