CWM, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
CWM, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,732
+0.9%
36,119
+3.5%
0.02%0.0%
Q2 2023$3,700
-0.2%
34,885
-0.8%
0.02%
-8.0%
Q1 2023$3,709
-55.4%
35,158
-54.3%
0.02%
-59.0%
Q4 2022$8,317
-99.9%
76,863
-1.7%
0.06%
+3.4%
Q3 2022$7,422,000
-22.3%
78,228
-16.7%
0.06%
-20.3%
Q2 2022$9,546,000
+9.6%
93,865
+21.0%
0.07%
+19.4%
Q1 2022$8,707,000
+22.5%
77,564
+22.4%
0.06%
+24.0%
Q4 2021$7,105,000
+11.4%
63,379
+4.1%
0.05%
-2.0%
Q2 2021$6,380,0000.0%60,8910.0%0.05%0.0%
Q1 2021$6,380,0000.0%60,8910.0%0.05%0.0%
Q4 2020$6,380,0000.0%60,8910.0%0.05%0.0%
Q3 2020$6,380,0000.0%60,8910.0%0.05%0.0%
Q2 2020$6,380,0000.0%60,8910.0%0.05%0.0%
Q1 2020$6,380,0000.0%60,8910.0%0.05%0.0%
Q4 2019$6,380,0000.0%60,8910.0%0.05%0.0%
Q3 2019$6,380,0000.0%60,8910.0%0.05%0.0%
Q2 2019$6,380,0000.0%60,8910.0%0.05%0.0%
Q1 2019$6,380,000
+16.4%
60,891
-13.4%
0.05%
-62.8%
Q4 2018$5,481,000
+66.6%
70,282
+86.1%
0.14%
+63.1%
Q3 2018$3,289,000
+1528.2%
37,762
+1450.8%
0.08%
+1100.0%
Q2 2018$202,000
+11.0%
2,435
+10.3%
0.01%0.0%
Q1 2018$182,000
-13.7%
2,208
-10.2%
0.01%
-22.2%
Q4 2017$211,000
+6.0%
2,4590.0%0.01%0.0%
Q3 2017$199,000
+3.6%
2,4590.0%0.01%
-10.0%
Q2 2017$192,000
-16.5%
2,459
-16.9%
0.01%
-23.1%
Q1 2017$230,000
+23.7%
2,959
+20.3%
0.01%
+18.2%
Q4 2016$186,000
+24.8%
2,459
+18.8%
0.01%
+10.0%
Q3 2016$149,000
+0.7%
2,0690.0%0.01%
-9.1%
Q2 2016$148,000
+8.0%
2,069
+4.5%
0.01%
-8.3%
Q1 2016$137,0001,9800.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 79,499$8,874,8833.30%
Lowe Wealth Advisors, LLC 29,945$3,342,7051.65%
StrongBox Wealth, LLC 22,592$2,521,9781.47%
Montecito Bank & Trust 38,593$4,308,1360.93%
McAlister, Sweet & Associates, Inc. 5,819$649,5800.60%
Dentgroup LLC 5,637$629,2790.56%
EisnerAmper Wealth Management Corporate Benefits, LLC 8,211$9170.34%
Compass Financial Group, INC/SD 8,948$998,9120.26%
B.O.S.S. Retirement Advisors, LLC 10,349$1,069,2100.24%
Agate Pass Investment Management, LLC 3,128$349,1790.20%
View complete list of VANGUARD WHITEHALL FDS shareholders