VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $143,000 | -29.9% | 2,019 | -7.2% | 0.04% | -14.3% |
| Q4 2019 | $204,000 | +1.5% | 2,176 | -3.8% | 0.04% | -4.5% |
| Q3 2019 | $201,000 | +68.9% | 2,262 | +66.3% | 0.04% | +57.1% |
| Q2 2019 | $119,000 | +6.2% | 1,360 | +4.4% | 0.03% | +3.7% |
| Q1 2019 | $112,000 | -30.4% | 1,303 | -36.9% | 0.03% | -41.3% |
| Q4 2018 | $161,000 | -2.4% | 2,064 | +9.1% | 0.05% | +2.2% |
| Q3 2018 | $165,000 | +17.9% | 1,891 | +12.0% | 0.04% | +4.7% |
| Q2 2018 | $140,000 | +6.9% | 1,689 | +6.7% | 0.04% | +4.9% |
| Q1 2018 | $131,000 | +101.5% | 1,583 | +109.7% | 0.04% | +95.2% |
| Q4 2017 | $65,000 | +6.6% | 755 | 0.0% | 0.02% | -4.5% |
| Q3 2017 | $61,000 | – | 755 | – | 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% |