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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,661,000 | +2.2% | 16,070 | +3.6% | 0.04% | -2.6% |
| Q2 2021 | $1,625,000 | +81.8% | 15,507 | +75.3% | 0.04% | +65.2% |
| Q1 2021 | $894,000 | +154.7% | 8,848 | +130.4% | 0.02% | +130.0% |
| Q4 2020 | $351,000 | +26.7% | 3,840 | +12.3% | 0.01% | +11.1% |
| Q3 2020 | $277,000 | +3.0% | 3,420 | 0.0% | 0.01% | -18.2% |
| Q2 2020 | $269,000 | -89.4% | 3,420 | -90.5% | 0.01% | -92.4% |
| Q1 2020 | $2,544,000 | -26.5% | 35,952 | -2.7% | 0.14% | -10.6% |
| Q4 2019 | $3,463,000 | +29.1% | 36,956 | +22.2% | 0.16% | +16.7% |
| Q3 2019 | $2,683,000 | +26.2% | 30,241 | +24.3% | 0.14% | +23.2% |
| Q2 2019 | $2,126,000 | +37.3% | 24,325 | +34.6% | 0.11% | +38.3% |
| Q1 2019 | $1,548,000 | +115.6% | 18,071 | +96.2% | 0.08% | +92.9% |
| Q4 2018 | $718,000 | -16.8% | 9,211 | -7.1% | 0.04% | -19.2% |
| Q3 2018 | $863,000 | +6.0% | 9,911 | +1.1% | 0.05% | -11.9% |
| Q2 2018 | $814,000 | +10.4% | 9,802 | +9.7% | 0.06% | +15.7% |
| Q1 2018 | $737,000 | +4.8% | 8,932 | +8.8% | 0.05% | +6.2% |
| Q4 2017 | $703,000 | +191.7% | 8,211 | +176.7% | 0.05% | +152.6% |
| Q3 2017 | $241,000 | +4.3% | 2,967 | +0.4% | 0.02% | -5.0% |
| Q2 2017 | $231,000 | +10.0% | 2,956 | +9.4% | 0.02% | +11.1% |
| Q1 2017 | $210,000 | – | 2,703 | – | 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% |