VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 479 filers reported holding VANGUARD WHITEHALL FDS in Q3 2016. The put-call ratio across all filers is 0.88 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $4,411,000 | +23.6% | 39,344 | +13.9% | 0.29% | +4.3% |
| Q3 2021 | $3,569,000 | +6.6% | 34,534 | +8.0% | 0.28% | +3.7% |
| Q2 2021 | $3,349,000 | +6.8% | 31,968 | +3.1% | 0.27% | -3.6% |
| Q1 2021 | $3,135,000 | +9.2% | 31,006 | -1.2% | 0.28% | +1.1% |
| Q4 2020 | $2,872,000 | -2.7% | 31,383 | -14.0% | 0.28% | -13.5% |
| Q3 2020 | $2,953,000 | +2.5% | 36,495 | -0.3% | 0.32% | -5.4% |
| Q2 2020 | $2,882,000 | +12.3% | 36,590 | +0.9% | 0.34% | +1.5% |
| Q1 2020 | $2,567,000 | -14.5% | 36,279 | +13.3% | 0.33% | +6.8% |
| Q4 2019 | $3,001,000 | +28.1% | 32,017 | +21.3% | 0.31% | +22.0% |
| Q3 2019 | $2,342,000 | +33.2% | 26,397 | +31.2% | 0.25% | +35.1% |
| Q2 2019 | $1,758,000 | +946.4% | 20,112 | +924.0% | 0.19% | +337.2% |
| Q1 2019 | $168,000 | -87.3% | 1,964 | -88.4% | 0.04% | -84.3% |
| Q4 2018 | $1,318,000 | +809.0% | 16,899 | +913.7% | 0.27% | +309.0% |
| Q3 2018 | $145,000 | -34.1% | 1,667 | -37.2% | 0.07% | -20.2% |
| Q2 2018 | $220,000 | +1.4% | 2,654 | +0.8% | 0.08% | +82.6% |
| Q1 2018 | $217,000 | +6.9% | 2,634 | +11.0% | 0.05% | -47.1% |
| Q4 2017 | $203,000 | -3.3% | 2,374 | -6.9% | 0.09% | +50.0% |
| Q3 2017 | $210,000 | -99.9% | 2,550 | -3.8% | 0.06% | +13.7% |
| Q2 2017 | $207,000,000 | +19.0% | 2,652 | +18.0% | 0.05% | +6.2% |
| Q1 2017 | $174,000,000 | -45.1% | 2,248 | -46.3% | 0.05% | -14.3% |
| Q4 2016 | $317,000,000 | +107357.6% | 4,183 | +2.4% | 0.06% | +5.7% |
| Q3 2016 | $295,000 | +54.5% | 4,083 | +52.1% | 0.05% | -13.1% |
| Q2 2016 | $191,000 | +44.7% | 2,684 | +39.8% | 0.06% | +29.8% |
| Q1 2016 | $132,000 | +16.8% | 1,920 | +13.3% | 0.05% | +11.9% |
| Q4 2015 | $113,000 | -28.9% | 1,695 | -33.5% | 0.04% | -26.3% |
| Q3 2015 | $159,000 | -40.9% | 2,550 | -36.2% | 0.06% | -38.7% |
| Q2 2015 | $269,000 | +0.4% | 4,000 | +1.7% | 0.09% | +8.1% |
| Q1 2015 | $268,000 | -12.1% | 3,932 | -11.4% | 0.09% | -14.9% |
| Q4 2014 | $305,000 | -33.4% | 4,440 | -35.6% | 0.10% | +11.0% |
| Q3 2014 | $458,000 | +6442.9% | 6,890 | +6790.0% | 0.09% | +2175.0% |
| Q2 2014 | $7,000 | – | 100 | – | 0.00% | – |
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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% |