VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 247 filers reported holding VANGUARD WHITEHALL FDS in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,978,281 | -8.6% | 19,147 | -6.2% | 0.17% | -8.2% |
Q2 2023 | $2,165,559 | -77.9% | 20,416 | -78.1% | 0.18% | -79.0% |
Q1 2023 | $9,812,880 | -2.1% | 93,013 | +0.4% | 0.87% | -10.7% |
Q4 2022 | $10,023,279 | +12.6% | 92,628 | -1.2% | 0.97% | +3.4% |
Q3 2022 | $8,898,000 | -23.8% | 93,779 | -18.3% | 0.94% | -22.8% |
Q2 2022 | $11,681,000 | -7.7% | 114,854 | +1.9% | 1.22% | +4.7% |
Q1 2022 | $12,652,000 | +63.7% | 112,715 | +63.5% | 1.16% | +69.5% |
Q4 2021 | $7,731,000 | +48.2% | 68,958 | +36.7% | 0.68% | +35.4% |
Q3 2021 | $5,215,000 | +25.5% | 50,459 | +27.2% | 0.51% | +21.3% |
Q2 2021 | $4,156,000 | +13.8% | 39,671 | -0.6% | 0.42% | +1.0% |
Q4 2020 | $3,652,000 | +73.7% | 39,912 | +49.6% | 0.41% | +7.3% |
Q2 2020 | $2,102,000 | +5.9% | 26,686 | +26.0% | 0.38% | +7.8% |
Q4 2019 | $1,985,000 | -3.5% | 21,177 | -8.6% | 0.36% | -11.0% |
Q3 2019 | $2,056,000 | -7.4% | 23,174 | -8.8% | 0.40% | -7.4% |
Q2 2019 | $2,220,000 | +114.5% | 25,411 | +110.4% | 0.43% | +106.2% |
Q1 2019 | $1,035,000 | +32.9% | 12,078 | +21.0% | 0.21% | +22.8% |
Q4 2018 | $779,000 | +152.1% | 9,983 | +181.8% | 0.17% | +163.1% |
Q3 2018 | $309,000 | -41.0% | 3,543 | -43.9% | 0.06% | -59.1% |
Q2 2018 | $524,000 | -27.2% | 6,315 | -27.7% | 0.16% | 0.0% |
Q1 2018 | $720,000 | -67.3% | 8,733 | -66.0% | 0.16% | -67.6% |
Q4 2017 | $2,199,000 | -6.6% | 25,685 | -11.5% | 0.49% | -10.7% |
Q3 2017 | $2,354,000 | +231.1% | 29,031 | +219.3% | 0.55% | +211.9% |
Q2 2017 | $711,000 | -3.7% | 9,091 | -4.4% | 0.18% | -8.8% |
Q1 2017 | $738,000 | +5.3% | 9,511 | +2.8% | 0.19% | -0.5% |
Q4 2016 | $701,000 | +8.7% | 9,250 | +3.4% | 0.19% | +6.0% |
Q3 2016 | $645,000 | -64.7% | 8,947 | -65.0% | 0.18% | -63.5% |
Q2 2016 | $1,826,000 | -31.1% | 25,551 | -33.4% | 0.50% | -30.1% |
Q1 2016 | $2,650,000 | +453.2% | 38,385 | +434.6% | 0.72% | +479.0% |
Q4 2015 | $479,000 | +7.9% | 7,180 | +1.1% | 0.12% | +7.8% |
Q3 2015 | $444,000 | -17.5% | 7,099 | -11.2% | 0.12% | -20.7% |
Q2 2015 | $538,000 | -73.8% | 7,997 | -73.4% | 0.14% | -71.4% |
Q1 2015 | $2,051,000 | -63.6% | 30,028 | -63.4% | 0.51% | -66.4% |
Q4 2014 | $5,636,000 | +5.7% | 81,984 | +2.1% | 1.51% | -6.3% |
Q3 2014 | $5,334,000 | +55.9% | 80,314 | +55.6% | 1.61% | +32.2% |
Q2 2014 | $3,422,000 | +2361.9% | 51,600 | +2250.8% | 1.22% | +1966.1% |
Q1 2014 | $139,000 | +12.1% | 2,195 | +10.0% | 0.06% | -16.9% |
Q4 2013 | $124,000 | -36.1% | 1,996 | -40.9% | 0.07% | -37.2% |
Q3 2013 | $194,000 | -73.1% | 3,380 | -73.6% | 0.11% | -71.6% |
Q2 2013 | $721,000 | – | 12,783 | – | 0.40% | – |
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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% |