VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $391,210 | -2.4% | 3,786 | +0.2% | 0.29% | +1.1% |
| Q2 2023 | $400,918 | +0.7% | 3,780 | +0.2% | 0.28% | -7.5% |
| Q1 2023 | $397,980 | -2.3% | 3,772 | +0.2% | 0.31% | -11.8% |
| Q4 2022 | $407,526 | +14.2% | 3,766 | +0.2% | 0.35% | +9.1% |
| Q3 2022 | $357,000 | -6.5% | 3,758 | +0.2% | 0.32% | +3.6% |
| Q2 2022 | $382,000 | -9.0% | 3,751 | +0.2% | 0.31% | +14.9% |
| Q1 2022 | $420,000 | +0.2% | 3,744 | +0.1% | 0.27% | +24.7% |
| Q4 2021 | $419,000 | +9.7% | 3,740 | +1.1% | 0.22% | +4.9% |
| Q3 2021 | $382,000 | -1.5% | 3,700 | 0.0% | 0.20% | -1.0% |
| Q2 2021 | $388,000 | +3.7% | 3,700 | 0.0% | 0.21% | -7.6% |
| Q1 2021 | $374,000 | +10.3% | 3,700 | 0.0% | 0.22% | +5.7% |
| Q4 2020 | $339,000 | -5.6% | 3,700 | -16.6% | 0.21% | -20.6% |
| Q3 2020 | $359,000 | +2.9% | 4,435 | 0.0% | 0.27% | -9.2% |
| Q2 2020 | $349,000 | -99.9% | 4,435 | 0.0% | 0.29% | -7.0% |
| Q1 2020 | $313,776,000 | +68560.0% | 4,435 | -9.1% | 0.32% | -9.5% |
| Q4 2019 | $457,000 | +5.3% | 4,880 | -0.3% | 0.35% | -2.8% |
| Q3 2019 | $434,000 | +2.8% | 4,895 | +1.5% | 0.36% | +3.2% |
| Q2 2019 | $422,000 | +2.2% | 4,825 | 0.0% | 0.35% | -2.8% |
| Q1 2019 | $413,000 | +9.8% | 4,825 | 0.0% | 0.36% | -4.3% |
| Q4 2018 | $376,000 | -10.5% | 4,825 | 0.0% | 0.37% | +7.5% |
| Q3 2018 | $420,000 | +4.7% | 4,825 | 0.0% | 0.35% | -1.1% |
| Q2 2018 | $401,000 | +0.8% | 4,825 | 0.0% | 0.35% | -5.1% |
| Q1 2018 | $398,000 | -13.5% | 4,825 | -10.2% | 0.37% | -17.6% |
| Q4 2017 | $460,000 | +2605.9% | 5,375 | +1691.7% | 0.45% | +1945.5% |
| Q3 2013 | $17,000 | – | 300 | – | 0.02% | – |
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% |