VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 352 filers reported holding VANGUARD WHITEHALL FDS in Q4 2014. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,769,339 | +19.0% | 46,161 | +22.2% | 1.68% | +22.7% |
| Q2 2023 | $4,006,573 | +12.2% | 37,773 | +11.6% | 1.37% | +5.1% |
| Q1 2023 | $3,572,231 | -1.8% | 33,860 | +0.7% | 1.30% | -5.6% |
| Q4 2022 | $3,638,670 | +10.7% | 33,626 | -2.9% | 1.38% | 0.0% |
| Q3 2022 | $3,287,000 | +6.4% | 34,646 | +14.0% | 1.38% | +14.2% |
| Q2 2022 | $3,090,000 | -5.1% | 30,386 | +4.7% | 1.21% | +8.3% |
| Q1 2022 | $3,257,000 | +25.4% | 29,017 | +25.3% | 1.12% | +31.1% |
| Q4 2021 | $2,597,000 | +10.8% | 23,161 | +2.1% | 0.85% | +0.6% |
| Q3 2021 | $2,344,000 | -0.7% | 22,684 | +0.7% | 0.85% | -2.0% |
| Q2 2021 | $2,361,000 | +5.5% | 22,533 | +1.7% | 0.86% | -1.0% |
| Q1 2021 | $2,238,000 | +27.4% | 22,148 | +15.3% | 0.87% | +21.1% |
| Q4 2020 | $1,757,000 | +87.3% | 19,207 | +65.6% | 0.72% | +66.5% |
| Q3 2020 | $938,000 | +69.9% | 11,598 | +65.5% | 0.43% | +61.6% |
| Q2 2020 | $552,000 | +127.2% | 7,008 | +103.5% | 0.27% | +103.0% |
| Q1 2020 | $243,000 | -39.1% | 3,443 | -19.3% | 0.13% | -16.5% |
| Q4 2019 | $399,000 | +4.5% | 4,265 | -1.0% | 0.16% | -5.4% |
| Q3 2019 | $382,000 | +6.1% | 4,310 | +4.5% | 0.17% | +4.4% |
| Q2 2019 | $360,000 | +21.2% | 4,125 | +18.7% | 0.16% | +17.6% |
| Q1 2019 | $297,000 | +233.7% | 3,476 | +237.8% | 0.14% | +267.6% |
| Q3 2018 | $89,000 | -72.1% | 1,029 | -77.8% | 0.04% | -79.8% |
| Q4 2014 | $319,000 | -34.8% | 4,635 | -37.0% | 0.18% | -22.8% |
| Q3 2014 | $489,000 | +0.2% | 7,360 | 0.0% | 0.24% | +2.2% |
| Q2 2014 | $488,000 | +4.9% | 7,360 | 0.0% | 0.23% | -9.7% |
| Q1 2014 | $465,000 | +1.3% | 7,360 | 0.0% | 0.26% | -2.3% |
| Q4 2013 | $459,000 | – | 7,360 | – | 0.26% | – |
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% |