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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,931,354 | -6.5% | 57,408 | -4.1% | 0.11% | -2.6% |
| Q2 2023 | $6,346,852 | +363.5% | 59,837 | +361.0% | 0.12% | +117.0% |
| Q1 2023 | $1,369,270 | -16.8% | 12,979 | -14.6% | 0.05% | -20.9% |
| Q4 2022 | $1,644,778 | +27.0% | 15,200 | +11.4% | 0.07% | +1.5% |
| Q3 2022 | $1,295,000 | -25.1% | 13,646 | -19.8% | 0.07% | -19.5% |
| Q2 2022 | $1,730,000 | -27.2% | 17,010 | -19.6% | 0.08% | -21.9% |
| Q1 2022 | $2,375,000 | -5.8% | 21,162 | -5.9% | 0.10% | +9.4% |
| Q4 2021 | $2,521,000 | +288.4% | 22,489 | +258.3% | 0.10% | +190.9% |
| Q3 2021 | $649,000 | -1.2% | 6,276 | +0.1% | 0.03% | -5.7% |
| Q2 2021 | $657,000 | +3.8% | 6,269 | +0.1% | 0.04% | -14.6% |
| Q1 2021 | $633,000 | -4.8% | 6,265 | -13.9% | 0.04% | -22.6% |
| Q4 2020 | $665,000 | +6.4% | 7,274 | -5.8% | 0.05% | -43.0% |
| Q3 2020 | $625,000 | +7.4% | 7,721 | +4.5% | 0.09% | 0.0% |
| Q2 2020 | $582,000 | +10.0% | 7,388 | -1.3% | 0.09% | -16.2% |
| Q1 2020 | $529,000 | -23.8% | 7,483 | +1.0% | 0.11% | +2.8% |
| Q4 2019 | $694,000 | +4.7% | 7,409 | -0.9% | 0.11% | -1.8% |
| Q3 2019 | $663,000 | -0.3% | 7,475 | -1.8% | 0.11% | -9.1% |
| Q2 2019 | $665,000 | +2.2% | 7,613 | +0.1% | 0.12% | -0.8% |
| Q1 2019 | $651,000 | +10.0% | 7,605 | +0.1% | 0.12% | +4.3% |
| Q4 2018 | $592,000 | -10.3% | 7,596 | +0.3% | 0.12% | -12.7% |
| Q3 2018 | $660,000 | +1.1% | 7,574 | -3.7% | 0.13% | -2.9% |
| Q2 2018 | $653,000 | +0.9% | 7,861 | +0.2% | 0.14% | +3.0% |
| Q1 2018 | $647,000 | -13.8% | 7,849 | -10.5% | 0.13% | -17.3% |
| Q4 2017 | $751,000 | -0.8% | 8,771 | -6.1% | 0.16% | -5.3% |
| Q3 2017 | $757,000 | -21.0% | 9,340 | -23.8% | 0.17% | -26.6% |
| Q2 2017 | $958,000 | -17.3% | 12,253 | -17.8% | 0.23% | -19.7% |
| Q1 2017 | $1,158,000 | -14.9% | 14,911 | -16.9% | 0.29% | -36.8% |
| Q4 2016 | $1,360,000 | -33.7% | 17,954 | -36.9% | 0.46% | -33.3% |
| Q3 2016 | $2,052,000 | +62.5% | 28,450 | +61.0% | 0.69% | +55.7% |
| Q2 2016 | $1,263,000 | -36.0% | 17,676 | -38.1% | 0.44% | -35.8% |
| Q1 2016 | $1,972,000 | – | 28,570 | – | 0.69% | – |
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% |