VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 371 filers reported holding VANGUARD WHITEHALL FDS in Q3 2015. The put-call ratio across all filers is 1.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2016 | $2,036,000 | +424.7% | 28,496 | +407.1% | 0.34% | +719.5% |
Q1 2016 | $388,000 | -6.3% | 5,619 | -8.7% | 0.04% | -6.8% |
Q2 2015 | $414,000 | -30.4% | 6,157 | -29.3% | 0.04% | -31.2% |
Q1 2015 | $595,000 | -9.2% | 8,706 | -8.6% | 0.06% | -13.5% |
Q4 2014 | $655,000 | +120.5% | 9,526 | +102.6% | 0.07% | +76.2% |
Q1 2014 | $297,000 | -56.8% | 4,703 | -57.4% | 0.04% | -20.8% |
Q4 2013 | $688,000 | +94.4% | 11,048 | +79.4% | 0.05% | -14.5% |
Q3 2013 | $354,000 | -39.3% | 6,158 | -40.4% | 0.06% | -46.1% |
Q2 2013 | $583,000 | – | 10,340 | – | 0.12% | – |
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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% |