VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 736 filers reported holding VANGUARD WHITEHALL FDS in Q3 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $270,585 | -14.2% | 2,551 | -14.6% | 0.04% | -20.0% |
| Q1 2023 | $315,259 | +30.8% | 2,988 | +39.1% | 0.05% | +38.9% |
| Q4 2021 | $241,000 | +10.6% | 2,148 | +2.0% | 0.04% | 0.0% |
| Q3 2021 | $218,000 | -1.4% | 2,106 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $221,000 | +3.8% | 2,106 | 0.0% | 0.04% | -5.3% |
| Q1 2021 | $213,000 | +5.4% | 2,106 | -9.4% | 0.04% | -30.9% |
| Q3 2018 | $202,000 | -18.9% | 2,324 | -36.3% | 0.06% | -54.2% |
| Q1 2015 | $249,000 | +6.0% | 3,646 | +6.6% | 0.12% | -1.6% |
| Q4 2014 | $235,000 | +3.5% | 3,419 | +0.0% | 0.12% | -10.3% |
| Q3 2014 | $227,000 | 0.0% | 3,418 | +0.1% | 0.14% | -4.9% |
| Q2 2014 | $227,000 | -30.8% | 3,416 | -34.3% | 0.14% | -34.7% |
| Q1 2014 | $328,000 | -10.4% | 5,200 | -11.3% | 0.22% | -7.6% |
| Q4 2013 | $366,000 | -69.5% | 5,865 | -71.9% | 0.24% | -72.8% |
| Q3 2013 | $1,200,000 | +27.8% | 20,870 | +25.3% | 0.87% | +31.7% |
| Q2 2013 | $939,000 | – | 16,650 | – | 0.66% | – |
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% |