VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 368 filers reported holding VANGUARD WHITEHALL FDS in Q1 2015. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $262,000 | +12.9% | 2,867 | 0.0% | 0.10% | -2.9% |
| Q3 2020 | $232,000 | -6.1% | 2,867 | -8.6% | 0.10% | -13.9% |
| Q2 2020 | $247,000 | +9.3% | 3,136 | -1.6% | 0.12% | -41.6% |
| Q1 2020 | $226,000 | -24.4% | 3,188 | 0.0% | 0.21% | +52.6% |
| Q4 2019 | $299,000 | +24.6% | 3,188 | +17.7% | 0.14% | +20.2% |
| Q3 2019 | $240,000 | -2.0% | 2,709 | -3.2% | 0.11% | +2.7% |
| Q2 2019 | $245,000 | -4.3% | 2,799 | -6.4% | 0.11% | -9.0% |
| Q1 2019 | $256,000 | +2.8% | 2,990 | -6.4% | 0.12% | -4.7% |
| Q4 2018 | $249,000 | -18.6% | 3,194 | -9.1% | 0.13% | +4.1% |
| Q3 2018 | $306,000 | +8.9% | 3,515 | +4.0% | 0.12% | -3.9% |
| Q2 2018 | $281,000 | -21.1% | 3,379 | -21.6% | 0.13% | -21.0% |
| Q1 2018 | $356,000 | -3.5% | 4,310 | 0.0% | 0.16% | +1.9% |
| Q4 2017 | $369,000 | -14.0% | 4,310 | -18.6% | 0.16% | -12.2% |
| Q3 2017 | $429,000 | +4.4% | 5,295 | +0.7% | 0.18% | -3.7% |
| Q2 2017 | $411,000 | -13.7% | 5,257 | -14.3% | 0.19% | -15.3% |
| Q1 2017 | $476,000 | +120.4% | 6,131 | +115.2% | 0.22% | +59.7% |
| Q4 2016 | $216,000 | -59.6% | 2,849 | -61.6% | 0.14% | -49.1% |
| Q3 2016 | $535,000 | -76.5% | 7,418 | -76.7% | 0.27% | -76.9% |
| Q2 2016 | $2,275,000 | +1.8% | 31,836 | -1.6% | 1.18% | -0.5% |
| Q1 2016 | $2,234,000 | +5.6% | 32,353 | +2.1% | 1.19% | +0.3% |
| Q4 2015 | $2,115,000 | +1.7% | 31,692 | -4.5% | 1.18% | -3.7% |
| Q3 2015 | $2,079,000 | -3.8% | 33,177 | +3.4% | 1.23% | -16.6% |
| Q2 2015 | $2,161,000 | -0.3% | 32,101 | +1.2% | 1.47% | -1.5% |
| Q1 2015 | $2,167,000 | +8.2% | 31,732 | +9.0% | 1.50% | +3.7% |
| Q4 2014 | $2,002,000 | +3.5% | 29,114 | -0.0% | 1.44% | +1.2% |
| Q3 2014 | $1,934,000 | +1.8% | 29,119 | +1.7% | 1.43% | +3.5% |
| Q2 2014 | $1,899,000 | +6.9% | 28,632 | +1.8% | 1.38% | +0.5% |
| Q1 2014 | $1,776,000 | +6.3% | 28,138 | +5.0% | 1.37% | +2.2% |
| Q4 2013 | $1,670,000 | +12.4% | 26,791 | +3.7% | 1.34% | +3.4% |
| Q3 2013 | $1,486,000 | +10.2% | 25,844 | +8.1% | 1.30% | +1.6% |
| Q2 2013 | $1,348,000 | – | 23,917 | – | 1.28% | – |
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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% |