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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176,812 | +2255.3% | 1,711 | +2309.9% | 0.01% | – |
| Q2 2023 | $7,507 | -55.0% | 71 | -55.1% | 0.00% | -100.0% |
| Q1 2023 | $16,689 | -2.2% | 158 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $17,063 | +13.8% | 158 | +0.6% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -57.1% | 157 | -54.5% | 0.00% | -50.0% |
| Q2 2022 | $35,000 | +150.0% | 345 | +171.7% | 0.00% | +100.0% |
| Q1 2022 | $14,000 | -92.4% | 127 | -92.3% | 0.00% | -88.9% |
| Q4 2021 | $185,000 | +1133.3% | 1,652 | +1055.2% | 0.01% | +800.0% |
| Q3 2021 | $15,000 | -25.0% | 143 | -25.9% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +33.3% | 193 | +32.2% | 0.00% | 0.0% |
| Q1 2021 | $15,000 | -28.6% | 146 | -36.8% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | -85.3% | 231 | -87.0% | 0.00% | -90.0% |
| Q3 2020 | $143,000 | +741.2% | 1,772 | +698.2% | 0.01% | +900.0% |
| Q2 2020 | $17,000 | -66.0% | 222 | -68.2% | 0.00% | -80.0% |
| Q1 2020 | $50,000 | -10.7% | 699 | +16.1% | 0.01% | +25.0% |
| Q4 2019 | $56,000 | +5.7% | 602 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $53,000 | -58.9% | 602 | -59.2% | 0.00% | -60.0% |
| Q2 2019 | $129,000 | +48.3% | 1,475 | +44.6% | 0.01% | +42.9% |
| Q1 2019 | $87,000 | +2.4% | 1,020 | -6.8% | 0.01% | -12.5% |
| Q4 2018 | $85,000 | -10.5% | 1,095 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $95,000 | -1.0% | 1,095 | -5.2% | 0.01% | 0.0% |
| Q2 2018 | $96,000 | +23.1% | 1,155 | +21.6% | 0.01% | +14.3% |
| Q1 2018 | $78,000 | +457.1% | 950 | +468.9% | 0.01% | +600.0% |
| Q4 2017 | $14,000 | 0.0% | 167 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $14,000 | +7.7% | 167 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $13,000 | -48.0% | 167 | -48.9% | 0.00% | -50.0% |
| Q1 2017 | $25,000 | -32.4% | 327 | -32.9% | 0.00% | -50.0% |
| Q4 2016 | $37,000 | +5.7% | 487 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $35,000 | 0.0% | 487 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $35,000 | +2.9% | 487 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $34,000 | +61.9% | 487 | +52.2% | 0.00% | +100.0% |
| Q4 2015 | $21,000 | -36.4% | 320 | -39.0% | 0.00% | -50.0% |
| Q3 2015 | $33,000 | -2.9% | 525 | +5.0% | 0.00% | 0.0% |
| Q2 2015 | $34,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $34,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $34,000 | +3.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $33,000 | -34.0% | 500 | -33.3% | 0.00% | -33.3% |
| Q2 2014 | $50,000 | +6.4% | 750 | 0.0% | 0.01% | -14.3% |
| Q4 2013 | $47,000 | -25.4% | 750 | -32.1% | 0.01% | -22.2% |
| Q3 2013 | $63,000 | +10.5% | 1,104 | +9.4% | 0.01% | 0.0% |
| Q2 2013 | $57,000 | – | 1,009 | – | 0.01% | – |
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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% |