VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 290 filers reported holding VANGUARD WHITEHALL FDS in Q3 2014. The put-call ratio across all filers is 1.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $4,244,000 | -4.6% | 52,446 | -7.1% | 0.14% | -12.8% |
Q2 2020 | $4,447,000 | +2.6% | 56,447 | -7.8% | 0.16% | -11.8% |
Q1 2020 | $4,333,000 | -23.1% | 61,241 | +1.9% | 0.19% | -2.1% |
Q4 2019 | $5,631,000 | +21.4% | 60,078 | +14.8% | 0.19% | +15.2% |
Q3 2019 | $4,637,000 | -26.0% | 52,330 | -27.1% | 0.16% | -24.0% |
Q2 2019 | $6,270,000 | -36.7% | 71,753 | -37.8% | 0.22% | -36.0% |
Q1 2019 | $9,899,000 | +12.0% | 115,376 | +1.9% | 0.34% | -2.9% |
Q4 2018 | $8,838,000 | -8.8% | 113,214 | +1.8% | 0.35% | +5.1% |
Q3 2018 | $9,686,000 | +14.0% | 111,159 | +8.4% | 0.33% | +3.8% |
Q2 2018 | $8,499,000 | -1.1% | 102,516 | -1.8% | 0.32% | -3.3% |
Q1 2018 | $8,590,000 | +0.7% | 104,367 | +5.0% | 0.33% | -2.4% |
Q4 2017 | $8,530,000 | +8.4% | 99,394 | +2.2% | 0.34% | 0.0% |
Q3 2017 | $7,869,000 | +7.9% | 97,262 | +4.4% | 0.34% | +4.3% |
Q2 2017 | $7,296,000 | +4.3% | 93,202 | +4.8% | 0.32% | -10.2% |
Q1 2017 | $6,997,000 | -15.0% | 88,910 | -18.1% | 0.36% | -13.0% |
Q4 2016 | $8,228,000 | +12.1% | 108,590 | +6.8% | 0.42% | +6.9% |
Q3 2016 | $7,337,000 | +12.7% | 101,699 | +11.8% | 0.39% | +7.5% |
Q2 2016 | $6,512,000 | +34.7% | 90,986 | +29.7% | 0.36% | +34.6% |
Q1 2016 | $4,836,000 | -54.6% | 70,145 | -55.9% | 0.27% | -51.3% |
Q4 2015 | $10,652,000 | +3.8% | 159,151 | -1.5% | 0.55% | -2.3% |
Q3 2015 | $10,266,000 | -13.5% | 161,565 | -8.2% | 0.56% | +6.2% |
Q2 2015 | $11,870,000 | +177.0% | 176,011 | +181.3% | 0.53% | +88.0% |
Q1 2015 | $4,285,000 | +68.8% | 62,575 | +69.6% | 0.28% | +53.0% |
Q4 2014 | $2,538,000 | +6.9% | 36,898 | +3.3% | 0.18% | -1.6% |
Q3 2014 | $2,375,000 | -5.8% | 35,736 | -5.6% | 0.19% | +1.6% |
Q2 2014 | $2,520,000 | +3.0% | 37,872 | -2.4% | 0.18% | +0.5% |
Q1 2014 | $2,447,000 | +39.0% | 38,802 | +37.2% | 0.18% | +30.5% |
Q4 2013 | $1,761,000 | +34.1% | 28,288 | +23.7% | 0.14% | +85.5% |
Q3 2013 | $1,313,000 | +2.7% | 22,871 | +1.0% | 0.08% | -25.5% |
Q2 2013 | $1,278,000 | – | 22,655 | – | 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% |