VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 479 filers reported holding VANGUARD WHITEHALL FDS in Q3 2016. The put-call ratio across all filers is 0.88 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10 | -100.0% | 94 | -89.2% | 0.00% | -93.8% |
| Q2 2018 | $73,000 | -8.8% | 868 | -10.1% | 0.02% | +33.3% |
| Q1 2018 | $80,000 | +9.6% | 965 | +14.3% | 0.01% | +20.0% |
| Q4 2017 | $73,000 | +49.0% | 844 | +42.3% | 0.01% | +66.7% |
| Q3 2017 | $49,000 | +81.5% | 593 | +71.9% | 0.01% | +100.0% |
| Q4 2016 | $27,000 | +8.0% | 345 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $25,000 | 0.0% | 345 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $25,000 | -98.6% | 345 | -98.7% | 0.00% | -98.0% |
| Q1 2016 | $1,768,000 | -45.7% | 25,595 | -47.5% | 0.15% | -37.2% |
| Q4 2015 | $3,258,000 | +32480.0% | 48,797 | +33553.1% | 0.24% | +23800.0% |
| Q3 2015 | $10,000 | 0.0% | 145 | +0.7% | 0.00% | 0.0% |
| Q2 2015 | $10,000 | 0.0% | 144 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $10,000 | – | 144 | – | 0.00% | – |
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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% |