VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 426 filers reported holding VANGUARD WHITEHALL FDS in Q4 2015. The put-call ratio across all filers is 1.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $698,000 | -22.9% | 9,861 | +2.1% | 0.03% | -2.9% |
| Q4 2019 | $905,000 | +5.6% | 9,654 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $857,000 | +30.2% | 9,654 | +28.1% | 0.03% | +25.9% |
| Q2 2019 | $658,000 | +31.9% | 7,534 | +29.4% | 0.03% | +28.6% |
| Q1 2019 | $499,000 | +11.9% | 5,824 | +1.7% | 0.02% | -4.5% |
| Q4 2018 | $446,000 | -10.6% | 5,725 | 0.0% | 0.02% | +4.8% |
| Q3 2018 | $499,000 | +5.1% | 5,725 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $475,000 | -2.9% | 5,725 | -3.4% | 0.02% | -8.7% |
| Q1 2018 | $489,000 | -6.0% | 5,925 | -2.5% | 0.02% | 0.0% |
| Q4 2017 | $520,000 | +7.4% | 6,075 | +1.7% | 0.02% | 0.0% |
| Q3 2017 | $484,000 | +39.1% | 5,974 | +34.2% | 0.02% | +35.3% |
| Q2 2017 | $348,000 | -1.4% | 4,450 | -2.2% | 0.02% | -37.0% |
| Q1 2017 | $353,000 | +2.3% | 4,550 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $345,000 | +5.2% | 4,550 | 0.0% | 0.03% | +3.8% |
| Q3 2016 | $328,000 | +0.9% | 4,550 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $325,000 | +3.5% | 4,550 | 0.0% | 0.03% | -3.7% |
| Q1 2016 | $314,000 | +3.3% | 4,550 | 0.0% | 0.03% | +3.8% |
| Q4 2015 | $304,000 | +6.7% | 4,550 | 0.0% | 0.03% | -3.7% |
| Q3 2015 | $285,000 | -6.9% | 4,550 | 0.0% | 0.03% | +50.0% |
| Q2 2015 | $306,000 | -19.3% | 4,550 | -18.0% | 0.02% | -25.0% |
| Q1 2015 | $379,000 | -0.8% | 5,550 | 0.0% | 0.02% | -4.0% |
| Q4 2014 | $382,000 | +29.9% | 5,550 | +25.4% | 0.02% | +25.0% |
| Q3 2014 | $294,000 | – | 4,425 | – | 0.02% | – |
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% |