VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 368 filers reported holding VANGUARD WHITEHALL FDS in Q1 2015. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $3,045,000 | +7.6% | 44,103 | +4.0% | 0.53% | +12.1% |
| Q4 2015 | $2,830,000 | +282900.0% | 42,388 | +423780.0% | 0.47% | – |
| Q3 2015 | $1,000 | -100.0% | 10 | -100.0% | 0.00% | -100.0% |
| Q2 2015 | $2,862,000 | -6.3% | 42,520 | -4.9% | 0.48% | -6.5% |
| Q1 2015 | $3,053,000 | +5.4% | 44,694 | +6.1% | 0.51% | +3.5% |
| Q4 2014 | $2,897,000 | +9.1% | 42,138 | +8.1% | 0.49% | +6.7% |
| Q3 2014 | $2,655,000 | +17.3% | 38,998 | +14.2% | 0.46% | +17.6% |
| Q2 2014 | $2,264,000 | +7.3% | 34,134 | +3.2% | 0.39% | -14.1% |
| Q1 2014 | $2,110,000 | +17.6% | 33,076 | +7.8% | 0.46% | +15.2% |
| Q4 2013 | $1,794,000 | +11.4% | 30,684 | +9.5% | 0.40% | +23.1% |
| Q3 2013 | $1,610,000 | -23.8% | 28,012 | -21.9% | 0.32% | -1.5% |
| Q2 2013 | $2,114,000 | – | 35,872 | – | 0.33% | – |
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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% |