VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,400 | -31.6% | 2,801 | -29.8% | 0.05% | -26.8% |
| Q2 2023 | $423,008 | -0.3% | 3,988 | -0.9% | 0.07% | -12.3% |
| Q1 2023 | $424,427 | -2.5% | 4,023 | -0.0% | 0.08% | -12.0% |
| Q4 2022 | $435,439 | +14.9% | 4,024 | +0.7% | 0.09% | +8.2% |
| Q3 2022 | $379,000 | -6.0% | 3,997 | +0.9% | 0.08% | +7.6% |
| Q2 2022 | $403,000 | -7.4% | 3,962 | +2.2% | 0.08% | +12.9% |
| Q1 2022 | $435,000 | +12.1% | 3,875 | +11.9% | 0.07% | +11.1% |
| Q4 2021 | $388,000 | +8.1% | 3,462 | -0.4% | 0.06% | 0.0% |
| Q3 2021 | $359,000 | +14.7% | 3,477 | +16.2% | 0.06% | +14.5% |
| Q2 2021 | $313,000 | +12.6% | 2,992 | -15.2% | 0.06% | -19.1% |
| Q2 2020 | $278,000 | +6.1% | 3,530 | -4.6% | 0.07% | -16.0% |
| Q1 2020 | $262,000 | +31.0% | 3,699 | +73.2% | 0.08% | +80.0% |
| Q4 2019 | $200,000 | -54.2% | 2,136 | -58.2% | 0.04% | -55.4% |
| Q4 2017 | $437,000 | -54.1% | 5,111 | -56.6% | 0.10% | -67.4% |
| Q3 2017 | $952,000 | -2.7% | 11,768 | -6.2% | 0.31% | +15.2% |
| Q2 2017 | $978,000 | – | 12,543 | – | 0.27% | – |
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% |