VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,586,175 | -2.6% | 34,709 | 0.0% | 1.63% | +4.4% |
| Q2 2023 | $3,682,667 | +0.6% | 34,709 | 0.0% | 1.56% | -6.1% |
| Q1 2023 | $3,661,841 | +97393.1% | 34,709 | 0.0% | 1.66% | -3.4% |
| Q4 2022 | $3,756 | -99.9% | 34,709 | -0.0% | 1.72% | +12.5% |
| Q3 2022 | $3,397,000 | -3.1% | 34,711 | +1.3% | 1.53% | +15.6% |
| Q2 2022 | $3,504,000 | +41.8% | 34,261 | +55.6% | 1.32% | +75.7% |
| Q1 2022 | $2,471,000 | -0.1% | 22,014 | -0.2% | 0.75% | +10.4% |
| Q4 2021 | $2,474,000 | +8.5% | 22,066 | -0.0% | 0.68% | -5.1% |
| Q3 2021 | $2,281,000 | -5.6% | 22,070 | -4.3% | 0.72% | 0.0% |
| Q2 2021 | $2,417,000 | +3.6% | 23,067 | 0.0% | 0.72% | -0.6% |
| Q1 2021 | $2,332,000 | -2.1% | 23,067 | -11.4% | 0.72% | -3.6% |
| Q4 2020 | $2,381,000 | +7.1% | 26,024 | -5.3% | 0.75% | +6.7% |
| Q3 2020 | $2,224,000 | +2.7% | 27,485 | +0.0% | 0.70% | -1.4% |
| Q2 2020 | $2,165,000 | -76.9% | 27,482 | -79.2% | 0.71% | -87.5% |
| Q1 2020 | $9,362,000 | -25.9% | 132,324 | -1.9% | 5.70% | +44.2% |
| Q4 2019 | $12,636,000 | +5.6% | 134,846 | 0.0% | 3.95% | -0.9% |
| Q3 2019 | $11,965,000 | +1.5% | 134,846 | 0.0% | 3.98% | +0.8% |
| Q2 2019 | $11,783,000 | -16.5% | 134,846 | -18.1% | 3.95% | -14.5% |
| Q1 2019 | $14,112,000 | +9.7% | 164,746 | -0.1% | 4.62% | -1.0% |
| Q4 2018 | $12,859,000 | -11.0% | 164,876 | -0.6% | 4.67% | +6.9% |
| Q3 2018 | $14,445,000 | -49.0% | 165,866 | -51.3% | 4.37% | -9.9% |
| Q2 2018 | $28,308,000 | +92.2% | 340,854 | +90.9% | 4.84% | -14.2% |
| Q1 2018 | $14,725,000 | -8.2% | 178,511 | -4.7% | 5.64% | -9.1% |
| Q4 2017 | $16,035,000 | +2.8% | 187,258 | -2.7% | 6.21% | -3.0% |
| Q3 2017 | $15,601,000 | +4.0% | 192,434 | +0.2% | 6.41% | -1.5% |
| Q2 2017 | $15,006,000 | -8.4% | 191,989 | -9.0% | 6.50% | -9.4% |
| Q1 2017 | $16,388,000 | -39.4% | 211,060 | -40.8% | 7.18% | -2.8% |
| Q4 2016 | $27,024,000 | +27.2% | 356,665 | +21.1% | 7.38% | +28.3% |
| Q3 2016 | $21,253,000 | +1.5% | 294,608 | +0.6% | 5.75% | -19.6% |
| Q2 2016 | $20,936,000 | +11.6% | 292,978 | +7.8% | 7.15% | +52.7% |
| Q1 2016 | $18,761,000 | +7.6% | 271,739 | +4.0% | 4.68% | +0.5% |
| Q4 2015 | $17,439,000 | -2.8% | 261,254 | -8.8% | 4.66% | -7.1% |
| Q3 2015 | $17,938,000 | -1.1% | 286,324 | +6.3% | 5.02% | -2.5% |
| Q2 2015 | $18,138,000 | -6.7% | 269,424 | -5.3% | 5.15% | -2.3% |
| Q1 2015 | $19,439,000 | +1.9% | 284,619 | +2.6% | 5.27% | +0.6% |
| Q4 2014 | $19,069,000 | +16.5% | 277,369 | +12.5% | 5.24% | +10.4% |
| Q3 2014 | $16,374,000 | +12.9% | 246,552 | +12.7% | 4.74% | +12.8% |
| Q2 2014 | $14,505,000 | – | 218,734 | – | 4.20% | – |
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% |