VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 263 filers reported holding VANGUARD WHITEHALL FDS in Q1 2014. The put-call ratio across all filers is 1.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $154,023 | -2.2% | 1,491 | +0.4% | 0.02% | 0.0% |
| Q2 2023 | $157,502 | -1.4% | 1,485 | -1.9% | 0.02% | -4.8% |
| Q1 2023 | $159,762 | +100.5% | 1,514 | +105.4% | 0.02% | +110.0% |
| Q4 2022 | $79,687 | +15.5% | 737 | +0.1% | 0.01% | -9.1% |
| Q3 2022 | $69,000 | -51.1% | 736 | -47.1% | 0.01% | -50.0% |
| Q2 2022 | $141,000 | -9.6% | 1,391 | 0.0% | 0.02% | +15.8% |
| Q1 2022 | $156,000 | 0.0% | 1,391 | +0.1% | 0.02% | +5.6% |
| Q4 2021 | $156,000 | +8.3% | 1,390 | -0.1% | 0.02% | 0.0% |
| Q3 2021 | $144,000 | -17.2% | 1,391 | -16.3% | 0.02% | -21.7% |
| Q2 2021 | $174,000 | +3.6% | 1,662 | +0.1% | 0.02% | -23.3% |
| Q1 2021 | $168,000 | +10.5% | 1,661 | -0.1% | 0.03% | -3.2% |
| Q4 2020 | $152,000 | +13.4% | 1,662 | +0.4% | 0.03% | 0.0% |
| Q3 2020 | $134,000 | +27.6% | 1,655 | +23.3% | 0.03% | +19.2% |
| Q2 2020 | $105,000 | +11.7% | 1,342 | +0.5% | 0.03% | 0.0% |
| Q1 2020 | $94,000 | +46.9% | 1,335 | +97.5% | 0.03% | +62.5% |
| Q4 2019 | $64,000 | +6.7% | 676 | +0.9% | 0.02% | +6.7% |
| Q3 2019 | $60,000 | +3.4% | 670 | +0.9% | 0.02% | 0.0% |
| Q2 2019 | $58,000 | +3.6% | 664 | +0.8% | 0.02% | 0.0% |
| Q1 2019 | $56,000 | +9.8% | 659 | +0.8% | 0.02% | +7.1% |
| Q4 2018 | $51,000 | -8.9% | 654 | +1.7% | 0.01% | -44.0% |
| Q3 2018 | $56,000 | +5.7% | 643 | 0.0% | 0.02% | +4.2% |
| Q2 2018 | $53,000 | +1.9% | 643 | +1.6% | 0.02% | -4.0% |
| Q1 2018 | $52,000 | -3.7% | 633 | -0.2% | 0.02% | -16.7% |
| Q4 2017 | $54,000 | -94.7% | 634 | -95.8% | 0.03% | -96.0% |
| Q3 2014 | $1,010,000 | -1.6% | 15,204 | -1.7% | 0.74% | -2.0% |
| Q2 2014 | $1,026,000 | +5.8% | 15,474 | +0.7% | 0.76% | +5.7% |
| Q1 2014 | $970,000 | +2.0% | 15,364 | +0.6% | 0.72% | -6.1% |
| Q4 2013 | $951,000 | – | 15,267 | – | 0.77% | – |
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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% |