VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,138,062 | +89074.8% | 30,372 | -8.5% | 0.70% | -9.5% |
| Q2 2023 | $3,519 | +0.9% | 33,176 | +0.8% | 0.77% | +4.2% |
| Q1 2023 | $3,486 | -52.7% | 32,916 | -51.6% | 0.74% | -55.7% |
| Q4 2022 | $7,363 | -99.9% | 68,043 | +0.2% | 1.66% | +1.4% |
| Q3 2022 | $7,072,000 | +1.2% | 67,912 | -0.1% | 1.64% | +4.3% |
| Q2 2022 | $6,989,000 | +16.0% | 67,966 | +26.6% | 1.57% | +36.1% |
| Q1 2022 | $6,027,000 | +1.0% | 53,689 | +1.3% | 1.16% | +0.9% |
| Q4 2021 | $5,970,000 | +11.3% | 52,981 | +2.1% | 1.15% | +13.8% |
| Q3 2021 | $5,363,000 | -31.2% | 51,893 | -30.3% | 1.01% | -39.8% |
| Q2 2021 | $7,793,000 | +4.9% | 74,476 | +1.7% | 1.67% | +3.6% |
| Q1 2021 | $7,430,000 | +12.4% | 73,232 | +1.2% | 1.62% | +5.5% |
| Q4 2020 | $6,609,000 | +17.0% | 72,377 | +3.7% | 1.53% | -7.0% |
| Q3 2020 | $5,649,000 | +809.7% | 69,787 | +811.1% | 1.65% | +800.0% |
| Q2 2020 | $621,000 | +62.6% | 7,660 | +89.1% | 0.18% | +52.5% |
| Q4 2019 | $382,000 | +7.0% | 4,050 | 0.0% | 0.12% | -63.6% |
| Q3 2019 | $357,000 | +0.3% | 4,050 | 0.0% | 0.33% | +170.5% |
| Q2 2019 | $356,000 | +8.2% | 4,050 | -0.2% | 0.12% | -12.2% |
| Q3 2017 | $329,000 | +3.8% | 4,058 | 0.0% | 0.14% | -10.9% |
| Q2 2017 | $317,000 | +0.6% | 4,058 | 0.0% | 0.16% | +13.9% |
| Q1 2017 | $315,000 | – | 4,058 | – | 0.14% | – |
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% |