VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 539 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234 | -48.5% | 2,274 | -46.9% | 0.00% | – |
| Q2 2023 | $454 | -100.0% | 4,283 | -63.9% | 0.00% | -100.0% |
| Q3 2022 | $1,125,000 | +1109.7% | 11,859 | +1327.1% | 0.00% | – |
| Q4 2021 | $93,000 | -78.0% | 831 | -79.3% | 0.00% | – |
| Q3 2021 | $423,000 | +0.5% | 4,018 | -0.0% | 0.00% | – |
| Q2 2021 | $421,000 | – | 4,019 | -47.9% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 7,715 | +817.4% | 0.00% | – |
| Q4 2020 | $76,000 | -87.5% | 841 | -90.2% | 0.00% | -100.0% |
| Q1 2020 | $610,000 | +54.4% | 8,622 | +90.0% | 0.00% | 0.0% |
| Q3 2018 | $395,000 | +967.6% | 4,539 | +806.0% | 0.00% | -50.0% |
| Q4 2016 | $37,000 | -77.4% | 501 | -78.2% | 0.00% | -81.8% |
| Q2 2016 | $164,000 | +12.3% | 2,302 | +8.5% | 0.01% | -8.3% |
| Q1 2016 | $146,000 | -13.6% | 2,121 | -13.8% | 0.01% | -40.0% |
| Q4 2014 | $169,000 | – | 2,461 | – | 0.02% | – |
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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% |