VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,644,441 | -8.3% | 15,916 | -5.8% | 0.03% | -6.5% |
| Q2 2023 | $1,792,964 | -4.7% | 16,904 | -5.2% | 0.03% | -26.2% |
| Q1 2023 | $1,881,285 | -13.4% | 17,832 | -11.2% | 0.04% | -20.8% |
| Q4 2022 | $2,172,905 | +124.7% | 20,080 | +97.0% | 0.05% | +76.7% |
| Q3 2022 | $967,000 | -13.1% | 10,191 | -6.9% | 0.03% | -3.2% |
| Q2 2022 | $1,113,000 | -3.6% | 10,943 | +6.4% | 0.03% | +6.9% |
| Q1 2022 | $1,154,000 | +1.7% | 10,288 | +1.6% | 0.03% | -6.5% |
| Q4 2021 | $1,135,000 | +107.5% | 10,126 | +94.1% | 0.03% | +55.0% |
| Q2 2021 | $547,000 | +11.0% | 5,218 | +7.0% | 0.02% | -4.8% |
| Q1 2021 | $493,000 | +38.5% | 4,878 | +25.5% | 0.02% | +31.2% |
| Q4 2020 | $356,000 | -15.4% | 3,887 | -25.2% | 0.02% | -27.3% |
| Q3 2020 | $421,000 | -12.7% | 5,198 | -15.0% | 0.02% | -24.1% |
| Q2 2020 | $482,000 | +8.6% | 6,117 | -2.5% | 0.03% | -12.1% |
| Q1 2020 | $444,000 | -26.0% | 6,273 | -2.0% | 0.03% | -13.2% |
| Q4 2019 | $600,000 | +15.6% | 6,402 | +9.4% | 0.04% | 0.0% |
| Q3 2019 | $519,000 | +1.8% | 5,851 | +0.3% | 0.04% | 0.0% |
| Q2 2019 | $510,000 | +2.4% | 5,831 | +0.3% | 0.04% | -7.3% |
| Q1 2019 | $498,000 | +10.2% | 5,816 | +0.3% | 0.04% | -21.2% |
| Q4 2018 | $452,000 | -12.1% | 5,799 | -1.7% | 0.05% | +2.0% |
| Q3 2018 | $514,000 | +7.5% | 5,900 | +2.5% | 0.05% | 0.0% |
| Q2 2018 | $478,000 | +15.7% | 5,756 | +14.8% | 0.05% | +18.6% |
| Q1 2018 | $413,000 | -9.2% | 5,013 | -5.6% | 0.04% | -10.4% |
| Q4 2017 | $455,000 | +17.0% | 5,310 | +10.7% | 0.05% | +4.3% |
| Q3 2017 | $389,000 | +4.0% | 4,795 | +0.3% | 0.05% | 0.0% |
| Q2 2017 | $374,000 | +1.1% | 4,779 | +0.3% | 0.05% | -2.1% |
| Q1 2017 | $370,000 | +1.9% | 4,764 | -0.5% | 0.05% | -9.6% |
| Q4 2016 | $363,000 | +6.5% | 4,788 | +1.2% | 0.05% | -18.8% |
| Q3 2016 | $341,000 | -6.3% | 4,731 | -7.1% | 0.06% | -37.3% |
| Q2 2016 | $364,000 | +12.7% | 5,092 | +8.9% | 0.10% | -1.9% |
| Q1 2016 | $323,000 | +58.3% | 4,674 | +53.3% | 0.10% | +26.8% |
| Q4 2015 | $204,000 | 0.0% | 3,049 | +0.7% | 0.08% | -4.7% |
| Q2 2015 | $204,000 | -1.4% | 3,028 | 0.0% | 0.09% | -9.5% |
| Q1 2015 | $207,000 | – | 3,028 | – | 0.10% | – |
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% |