VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 352 filers reported holding VANGUARD WHITEHALL FDS in Q4 2014. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $257,164 | -0.4% | 2,489 | +2.3% | 0.01% | 0.0% |
| Q2 2023 | $258,175 | -4.6% | 2,434 | -5.1% | 0.01% | -7.1% |
| Q1 2023 | $270,713 | +32.1% | 2,566 | +27.2% | 0.01% | 0.0% |
| Q2 2022 | $205,000 | -36.3% | 2,018 | -29.6% | 0.01% | -46.2% |
| Q1 2022 | $322,000 | +1.3% | 2,868 | +1.1% | 0.03% | +100.0% |
| Q4 2021 | $318,000 | +8.5% | 2,837 | 0.0% | 0.01% | -45.8% |
| Q3 2021 | $293,000 | -82.4% | 2,837 | -88.3% | 0.02% | -98.6% |
| Q1 2015 | $1,662,000 | -4.4% | 24,284 | -5.3% | 1.69% | -31.9% |
| Q4 2014 | $1,739,000 | -2.1% | 25,640 | -0.6% | 2.49% | +8.1% |
| Q3 2014 | $1,776,000 | -0.3% | 25,791 | -3.3% | 2.30% | +28.1% |
| Q2 2014 | $1,781,000 | +1.6% | 26,668 | -2.2% | 1.80% | -0.9% |
| Q1 2014 | $1,753,000 | +0.6% | 27,267 | -2.5% | 1.81% | +145.1% |
| Q4 2013 | $1,743,000 | +7.7% | 27,970 | -0.6% | 0.74% | -12.5% |
| Q3 2013 | $1,618,000 | +3.1% | 28,146 | +1.1% | 0.85% | -58.6% |
| Q2 2013 | $1,569,000 | – | 27,835 | – | 2.04% | – |
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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% |