VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 690 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $281,000 | -2.1% | 3,600 | +9.1% | 0.06% | +20.4% |
| Q3 2018 | $287,000 | -10.6% | 3,300 | -14.6% | 0.05% | -16.9% |
| Q2 2018 | $321,000 | +0.6% | 3,865 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $319,000 | -17.6% | 3,865 | -14.4% | 0.06% | -15.7% |
| Q4 2017 | $387,000 | +5.7% | 4,515 | 0.0% | 0.07% | -2.8% |
| Q3 2017 | $366,000 | +3.7% | 4,515 | 0.0% | 0.07% | 0.0% |
| Q2 2017 | $353,000 | -22.8% | 4,515 | -23.2% | 0.07% | -19.1% |
| Q1 2017 | $457,000 | -13.6% | 5,880 | -15.8% | 0.09% | -18.3% |
| Q4 2016 | $529,000 | -2.6% | 6,980 | -7.2% | 0.11% | -10.7% |
| Q3 2016 | $543,000 | -1.6% | 7,525 | -2.6% | 0.12% | -0.8% |
| Q2 2016 | $552,000 | -6.4% | 7,725 | -9.6% | 0.12% | -10.2% |
| Q1 2016 | $590,000 | -6.2% | 8,545 | -9.3% | 0.14% | -2.8% |
| Q4 2015 | $629,000 | +6.6% | 9,420 | 0.0% | 0.14% | -2.1% |
| Q3 2015 | $590,000 | – | 9,420 | – | 0.14% | – |
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% |