VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $3,593,000 | +3.7% | 41,257 | -1.1% | 0.40% | +3.9% |
| Q2 2018 | $3,465,000 | -8.0% | 41,721 | -8.6% | 0.39% | -8.5% |
| Q1 2018 | $3,765,000 | -17.3% | 45,641 | -14.1% | 0.42% | -15.1% |
| Q4 2017 | $4,551,000 | -0.1% | 53,150 | -5.4% | 0.50% | -5.1% |
| Q3 2017 | $4,554,000 | +3.9% | 56,175 | +0.1% | 0.52% | -11.6% |
| Q2 2017 | $4,385,000 | -1.1% | 56,106 | -1.8% | 0.59% | +11.4% |
| Q1 2017 | $4,435,000 | -40.7% | 57,114 | -42.1% | 0.53% | -43.5% |
| Q4 2016 | $7,479,000 | +2.9% | 98,700 | -2.0% | 0.94% | -0.5% |
| Q3 2016 | $7,269,000 | -0.8% | 100,757 | -1.7% | 0.95% | -4.1% |
| Q2 2016 | $7,326,000 | +1.5% | 102,516 | -1.9% | 0.99% | -1.4% |
| Q1 2016 | $7,216,000 | +0.5% | 104,513 | -2.8% | 1.00% | -0.9% |
| Q4 2015 | $7,177,000 | -10.4% | 107,520 | -15.9% | 1.01% | -13.6% |
| Q3 2015 | $8,012,000 | -7.3% | 127,888 | -0.4% | 1.17% | +0.4% |
| Q2 2015 | $8,643,000 | -1.3% | 128,389 | +0.1% | 1.17% | -0.6% |
| Q1 2015 | $8,756,000 | +0.1% | 128,199 | +1.0% | 1.18% | -2.2% |
| Q4 2014 | $8,747,000 | -25.7% | 126,954 | -28.4% | 1.20% | -29.6% |
| Q3 2014 | $11,774,000 | -2.1% | 177,291 | -2.3% | 1.71% | -0.9% |
| Q2 2014 | $12,030,000 | +5.8% | 181,411 | +0.7% | 1.72% | -12.5% |
| Q1 2014 | $11,371,000 | +4.2% | 180,143 | +2.9% | 1.97% | +2.0% |
| Q4 2013 | $10,914,000 | +7.5% | 175,126 | -0.8% | 1.93% | -3.9% |
| Q3 2013 | $10,151,000 | +1.2% | 176,573 | -0.7% | 2.01% | -8.6% |
| Q2 2013 | $10,027,000 | – | 177,883 | – | 2.20% | – |
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% |