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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $185,000 | +60.9% | 1,815 | +76.4% | 0.13% | +81.1% |
| Q1 2022 | $115,000 | +187.5% | 1,029 | +189.9% | 0.07% | +196.0% |
| Q4 2021 | $40,000 | +11.1% | 355 | +2.3% | 0.02% | 0.0% |
| Q3 2021 | $36,000 | -44.6% | 347 | -43.7% | 0.02% | -44.4% |
| Q2 2021 | $65,000 | +8.3% | 616 | +4.1% | 0.04% | +2.3% |
| Q1 2021 | $60,000 | +11.1% | 592 | 0.0% | 0.04% | +2.3% |
| Q4 2020 | $54,000 | +8.0% | 592 | -4.1% | 0.04% | -2.3% |
| Q3 2020 | $50,000 | +22.0% | 617 | +19.3% | 0.04% | +15.8% |
| Q2 2020 | $41,000 | +51.9% | 517 | +35.0% | 0.04% | +26.7% |
| Q1 2020 | $27,000 | -57.8% | 383 | -44.3% | 0.03% | -47.4% |
| Q4 2019 | $64,000 | +4.9% | 688 | 0.0% | 0.06% | -1.7% |
| Q3 2019 | $61,000 | +1.7% | 688 | 0.0% | 0.06% | -1.7% |
| Q2 2019 | $60,000 | +150.0% | 688 | +150.2% | 0.06% | +145.8% |
| Q1 2019 | $24,000 | +14.3% | 275 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $21,000 | -83.3% | 275 | -81.0% | 0.02% | -80.0% |
| Q3 2018 | $126,000 | +5.0% | 1,449 | 0.0% | 0.12% | +1.7% |
| Q2 2018 | $120,000 | +11.1% | 1,449 | +11.0% | 0.12% | +1.7% |
| Q1 2018 | $108,000 | -3.6% | 1,305 | 0.0% | 0.12% | -0.9% |
| Q4 2017 | $112,000 | +5.7% | 1,305 | 0.0% | 0.12% | +0.9% |
| Q3 2017 | $106,000 | +3.9% | 1,305 | 0.0% | 0.12% | 0.0% |
| Q2 2017 | $102,000 | +1.0% | 1,305 | 0.0% | 0.12% | 0.0% |
| Q1 2017 | $101,000 | +2.0% | 1,305 | 0.0% | 0.12% | +2.7% |
| Q4 2016 | $99,000 | +33.8% | 1,305 | +26.7% | 0.11% | +32.9% |
| Q3 2016 | $74,000 | 0.0% | 1,030 | 0.0% | 0.08% | 0.0% |
| Q2 2016 | $74,000 | +4.2% | 1,030 | 0.0% | 0.08% | +6.2% |
| Q1 2016 | $71,000 | – | 1,030 | – | 0.08% | – |
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% |