VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 602 filers reported holding VANGUARD WHITEHALL FDS in Q3 2017. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $478,000 | +9.1% | 4,265 | +0.6% | 0.06% | -3.1% |
| Q3 2021 | $438,000 | -1.6% | 4,240 | -0.2% | 0.06% | -1.5% |
| Q2 2021 | $445,000 | 0.0% | 4,250 | -3.3% | 0.06% | -9.7% |
| Q1 2021 | $445,000 | +8.0% | 4,397 | -2.4% | 0.07% | +1.4% |
| Q4 2020 | $412,000 | +14.1% | 4,505 | +0.9% | 0.07% | -1.4% |
| Q3 2020 | $361,000 | +3.4% | 4,466 | +0.9% | 0.07% | -4.0% |
| Q2 2020 | $349,000 | +12.6% | 4,428 | +1.0% | 0.08% | -1.3% |
| Q1 2020 | $310,000 | -23.8% | 4,382 | +0.8% | 0.08% | 0.0% |
| Q4 2019 | $407,000 | +6.3% | 4,348 | +0.8% | 0.08% | -2.6% |
| Q3 2019 | $383,000 | -1.8% | 4,313 | -3.3% | 0.08% | -1.3% |
| Q2 2019 | $390,000 | +2.6% | 4,461 | +0.7% | 0.08% | 0.0% |
| Q1 2019 | $380,000 | +10.8% | 4,431 | +0.8% | 0.08% | -2.5% |
| Q4 2018 | $343,000 | -9.0% | 4,398 | +1.7% | 0.08% | +5.2% |
| Q3 2018 | $377,000 | +4.4% | 4,326 | -0.6% | 0.08% | 0.0% |
| Q2 2018 | $361,000 | -6.5% | 4,350 | -7.0% | 0.08% | -7.2% |
| Q1 2018 | $386,000 | -4.5% | 4,678 | -0.7% | 0.08% | -3.5% |
| Q4 2017 | $404,000 | +4.7% | 4,713 | -1.0% | 0.09% | 0.0% |
| Q3 2017 | $386,000 | +4.3% | 4,763 | +0.7% | 0.09% | +7.5% |
| Q2 2017 | $370,000 | +1.4% | 4,729 | +0.7% | 0.08% | -3.6% |
| Q1 2017 | $365,000 | +3.4% | 4,694 | +0.7% | 0.08% | 0.0% |
| Q4 2016 | $353,000 | +0.9% | 4,662 | -4.0% | 0.08% | -1.2% |
| Q3 2016 | $350,000 | -0.8% | 4,856 | -1.8% | 0.08% | -4.5% |
| Q2 2016 | $353,000 | +4.1% | 4,947 | +0.8% | 0.09% | +2.3% |
| Q1 2016 | $339,000 | +4.3% | 4,907 | +0.7% | 0.09% | +2.4% |
| Q4 2015 | $325,000 | +7.3% | 4,874 | +0.9% | 0.08% | +1.2% |
| Q3 2015 | $303,000 | -5.3% | 4,832 | +1.6% | 0.08% | +1.2% |
| Q2 2015 | $320,000 | -1.5% | 4,754 | 0.0% | 0.08% | -2.4% |
| Q1 2015 | $325,000 | -3.3% | 4,754 | -2.6% | 0.08% | -13.4% |
| Q4 2014 | $336,000 | +4.3% | 4,881 | +0.8% | 0.10% | -4.9% |
| Q3 2014 | $322,000 | +0.9% | 4,843 | +0.7% | 0.10% | +4.1% |
| Q2 2014 | $319,000 | +6.0% | 4,810 | +0.7% | 0.10% | -1.0% |
| Q1 2014 | $301,000 | +1.7% | 4,776 | +0.6% | 0.10% | 0.0% |
| Q4 2013 | $296,000 | +9.2% | 4,747 | +0.8% | 0.10% | 0.0% |
| Q3 2013 | $271,000 | +3.4% | 4,708 | +1.5% | 0.10% | -2.0% |
| Q2 2013 | $262,000 | – | 4,640 | – | 0.10% | – |
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% |