VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 823 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $860,351 | -32.1% | 8,327 | -30.3% | 0.04% | -32.3% |
| Q2 2023 | $1,266,475 | +4.3% | 11,939 | +3.7% | 0.06% | -15.6% |
| Q1 2023 | $1,214,275 | +491.7% | 11,510 | +507.1% | 0.08% | +413.3% |
| Q4 2022 | $205,216 | -15.9% | 1,896 | -12.7% | 0.02% | +7.1% |
| Q4 2021 | $244,000 | +6.6% | 2,173 | -13.2% | 0.01% | -70.2% |
| Q4 2020 | $229,000 | +74.8% | 2,504 | +58.9% | 0.05% | +67.9% |
| Q3 2020 | $131,000 | -99.9% | 1,576 | +29.5% | 0.03% | +7.7% |
| Q1 2020 | $91,999,000 | -76.1% | 1,217 | -70.3% | 0.03% | -72.3% |
| Q4 2019 | $384,764,000 | +528.8% | 4,104 | +479.7% | 0.09% | +422.2% |
| Q3 2019 | $61,189,000 | +12.7% | 708 | +11.8% | 0.02% | -10.0% |
| Q1 2019 | $54,297,000 | – | 633 | – | 0.02% | – |
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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% |