VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 856 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,390 | -8.3% | 10,428 | -5.9% | 0.08% | -8.0% |
| Q2 2023 | $1,175,266 | -7.6% | 11,080 | -8.1% | 0.09% | -13.9% |
| Q1 2023 | $1,271,920 | -76.0% | 12,056 | -75.4% | 0.10% | -77.8% |
| Q4 2022 | $5,305,175 | +274.9% | 49,027 | +228.8% | 0.45% | +243.9% |
| Q3 2022 | $1,415,000 | -25.6% | 14,910 | -20.3% | 0.13% | -20.0% |
| Q2 2022 | $1,902,000 | +36.6% | 18,698 | +50.7% | 0.16% | +57.1% |
| Q1 2022 | $1,392,000 | -54.2% | 12,405 | -54.2% | 0.10% | -51.2% |
| Q4 2021 | $3,038,000 | +144.0% | 27,098 | +125.0% | 0.22% | +119.4% |
| Q3 2021 | $1,245,000 | +9.0% | 12,044 | +10.5% | 0.10% | +6.5% |
| Q2 2021 | $1,142,000 | -1.6% | 10,899 | -5.1% | 0.09% | -11.5% |
| Q1 2021 | $1,161,000 | +17.6% | 11,484 | +6.5% | 0.10% | +4.0% |
| Q4 2020 | $987,000 | +211.4% | 10,784 | +175.4% | 0.10% | +163.2% |
| Q3 2020 | $317,000 | -11.0% | 3,916 | -13.3% | 0.04% | -20.8% |
| Q2 2020 | $356,000 | +11.2% | 4,516 | 0.0% | 0.05% | -9.4% |
| Q1 2020 | $320,000 | -24.3% | 4,516 | 0.0% | 0.05% | -5.4% |
| Q4 2019 | $423,000 | +5.5% | 4,516 | 0.0% | 0.06% | -1.8% |
| Q3 2019 | $401,000 | +1.5% | 4,516 | 0.0% | 0.06% | -5.0% |
| Q2 2019 | $395,000 | – | 4,516 | – | 0.06% | – |
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% |