VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,015 | -44.1% | 155 | -43.0% | 0.01% | -37.5% |
| Q1 2023 | $28,644 | -2.5% | 272 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $29,379 | +13.0% | 272 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $26,000 | -7.1% | 272 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -6.7% | 272 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $30,000 | 0.0% | 272 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $30,000 | -46.4% | 272 | -49.9% | 0.01% | -53.8% |
| Q3 2021 | $56,000 | -1.8% | 543 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $57,000 | -48.2% | 543 | -50.0% | 0.01% | -51.9% |
| Q1 2021 | $110,000 | +11.1% | 1,086 | 0.0% | 0.03% | +8.0% |
| Q4 2020 | $99,000 | +12.5% | 1,086 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $88,000 | +2.3% | 1,086 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $86,000 | +11.7% | 1,086 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $77,000 | -24.5% | 1,086 | 0.0% | 0.03% | -7.1% |
| Q4 2019 | $102,000 | +6.2% | 1,086 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $96,000 | +1.1% | 1,086 | 0.0% | 0.03% | +3.7% |
| Q2 2019 | $95,000 | +2.2% | 1,086 | 0.0% | 0.03% | -6.9% |
| Q1 2019 | $93,000 | +9.4% | 1,086 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $85,000 | -10.5% | 1,086 | 0.0% | 0.03% | -9.1% |
| Q3 2018 | $95,000 | +5.6% | 1,086 | 0.0% | 0.03% | -5.7% |
| Q2 2018 | $90,000 | 0.0% | 1,086 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $90,000 | -3.2% | 1,086 | 0.0% | 0.04% | -5.4% |
| Q4 2017 | $93,000 | +5.7% | 1,086 | 0.0% | 0.04% | +2.8% |
| Q3 2017 | $88,000 | +3.5% | 1,086 | 0.0% | 0.04% | -2.7% |
| Q2 2017 | $85,000 | +1.2% | 1,086 | 0.0% | 0.04% | -5.1% |
| Q1 2017 | $84,000 | +2.4% | 1,086 | 0.0% | 0.04% | -2.5% |
| Q4 2016 | $82,000 | +5.1% | 1,086 | 0.0% | 0.04% | +2.6% |
| Q3 2016 | $78,000 | 0.0% | 1,086 | 0.0% | 0.04% | -2.5% |
| Q2 2016 | $78,000 | +4.0% | 1,086 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $75,000 | +4.2% | 1,086 | 0.0% | 0.04% | -2.4% |
| Q4 2015 | $72,000 | +5.9% | 1,086 | 0.0% | 0.04% | +5.1% |
| Q3 2015 | $68,000 | -6.8% | 1,086 | 0.0% | 0.04% | -7.1% |
| Q2 2015 | $73,000 | – | 1,086 | – | 0.04% | – |
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% |