VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $59,926 | -30.7% | 580 | -28.8% | 0.00% | 0.0% |
Q2 2023 | $86,447 | -81.4% | 815 | -81.5% | 0.00% | -75.0% |
Q1 2023 | $464,200 | +436.2% | 4,400 | +450.0% | 0.00% | +300.0% |
Q4 2022 | $86,568 | -6.9% | 800 | -18.3% | 0.00% | 0.0% |
Q3 2022 | $93,000 | -74.9% | 979 | -73.1% | 0.00% | -66.7% |
Q2 2022 | $370,000 | -57.0% | 3,634 | -52.6% | 0.00% | -50.0% |
Q1 2022 | $860,000 | +0.1% | 7,664 | 0.0% | 0.01% | +20.0% |
Q4 2021 | $859,000 | +230.4% | 7,664 | +204.6% | 0.01% | +150.0% |
Q3 2021 | $260,000 | -1.5% | 2,516 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $264,000 | +166.7% | 2,516 | +157.0% | 0.00% | +100.0% |
Q1 2021 | $99,000 | +10.0% | 979 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $90,000 | -81.4% | 979 | -83.7% | 0.00% | -66.7% |
Q3 2020 | $485,000 | +400.0% | 5,996 | +387.5% | 0.00% | +200.0% |
Q2 2020 | $97,000 | -36.2% | 1,230 | -42.6% | 0.00% | 0.0% |
Q1 2020 | $152,000 | -86.9% | 2,143 | -82.6% | 0.00% | -85.7% |
Q4 2019 | $1,157,000 | +121.2% | 12,345 | +109.3% | 0.01% | +133.3% |
Q3 2019 | $523,000 | +41.0% | 5,899 | +39.0% | 0.00% | +50.0% |
Q2 2019 | $371,000 | +101.6% | 4,245 | +98.1% | 0.00% | +100.0% |
Q1 2019 | $184,000 | -53.7% | 2,143 | -57.8% | 0.00% | -66.7% |
Q4 2018 | $397,000 | -10.4% | 5,084 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $443,000 | +5.2% | 5,084 | +0.4% | 0.00% | 0.0% |
Q2 2018 | $421,000 | -44.5% | 5,064 | -44.9% | 0.00% | -25.0% |
Q1 2018 | $758,000 | +835.8% | 9,185 | +874.0% | 0.00% | – |
Q4 2017 | $81,000 | +6.6% | 943 | 0.0% | 0.00% | – |
Q3 2017 | $76,000 | -80.8% | 943 | -81.4% | 0.00% | -100.0% |
Q2 2017 | $396,000 | +442.5% | 5,064 | +437.0% | 0.00% | – |
Q1 2017 | $73,000 | -5.2% | 943 | -18.3% | 0.00% | – |
Q4 2015 | $77,000 | -23.0% | 1,154 | -27.7% | 0.00% | -100.0% |
Q3 2015 | $100,000 | -67.0% | 1,596 | -64.5% | 0.00% | 0.0% |
Q2 2015 | $303,000 | +846.9% | 4,500 | +847.4% | 0.00% | – |
Q1 2015 | $32,000 | – | 475 | – | 0.00% | – |
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% |