VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,980,425 | -3.2% | 29,197 | +0.6% | 0.53% | +0.2% |
| Q2 2023 | $3,079,095 | +1.4% | 29,029 | +0.8% | 0.53% | -4.5% |
| Q1 2023 | $3,037,632 | +11.3% | 28,793 | +0.1% | 0.55% | -11.8% |
| Q3 2022 | $2,729,000 | -8.0% | 28,762 | -1.3% | 0.63% | +4.2% |
| Q2 2022 | $2,965,000 | -10.2% | 29,154 | -0.9% | 0.60% | -3.7% |
| Q1 2022 | $3,302,000 | +0.1% | 29,419 | 0.0% | 0.62% | +52.6% |
| Q4 2021 | $3,298,000 | +6.4% | 29,419 | -1.9% | 0.41% | -34.2% |
| Q3 2021 | $3,099,000 | -7.0% | 29,985 | -5.7% | 0.62% | -6.9% |
| Q2 2021 | $3,332,000 | +2.0% | 31,804 | -1.6% | 0.67% | -7.0% |
| Q1 2021 | $3,268,000 | +7.4% | 32,327 | -2.8% | 0.72% | -2.2% |
| Q4 2020 | $3,043,000 | +10.5% | 33,249 | +1.4% | 0.73% | +6.2% |
| Q3 2020 | $2,754,000 | +22.2% | 32,780 | +14.6% | 0.69% | +15.7% |
| Q2 2020 | $2,254,000 | +888.6% | 28,613 | +940.1% | 0.60% | +610.7% |
| Q2 2018 | $228,000 | +0.4% | 2,751 | 0.0% | 0.08% | -4.5% |
| Q1 2018 | $227,000 | -3.8% | 2,751 | 0.0% | 0.09% | -13.7% |
| Q4 2017 | $236,000 | – | 2,751 | – | 0.10% | – |
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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% |