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 | $358,000 | -12.3% | 4,093 | -16.7% | 0.05% | -10.7% |
| Q2 2018 | $408,000 | -0.5% | 4,911 | -1.1% | 0.06% | 0.0% |
| Q1 2018 | $410,000 | -6.4% | 4,968 | -2.8% | 0.06% | -1.8% |
| Q4 2017 | $438,000 | +4.5% | 5,113 | -1.1% | 0.06% | 0.0% |
| Q3 2017 | $419,000 | +4.0% | 5,172 | +0.4% | 0.06% | +1.8% |
| Q2 2017 | $403,000 | -1.9% | 5,151 | -2.7% | 0.06% | -3.4% |
| Q1 2017 | $411,000 | +7.9% | 5,293 | +5.2% | 0.06% | +7.4% |
| Q4 2016 | $381,000 | +5.0% | 5,033 | 0.0% | 0.05% | +1.9% |
| Q3 2016 | $363,000 | – | 5,033 | – | 0.05% | – |
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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% |