VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 426 filers reported holding VANGUARD WHITEHALL FDS in Q4 2015. The put-call ratio across all filers is 1.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $227,000 | +0.9% | 2,900 | 0.0% | 0.45% | -5.9% |
| Q1 2017 | $225,000 | -5.9% | 2,900 | -7.9% | 0.48% | -13.9% |
| Q4 2016 | $239,000 | +5.3% | 3,150 | 0.0% | 0.55% | +2815.8% |
| Q3 2016 | $227,000 | +0.9% | 3,150 | 0.0% | 0.02% | -40.6% |
| Q2 2016 | $225,000 | +3.7% | 3,150 | 0.0% | 0.03% | -33.3% |
| Q1 2016 | $217,000 | +8.5% | 3,150 | +5.0% | 0.05% | -14.3% |
| Q4 2015 | $200,000 | -1.0% | 3,000 | 0.0% | 0.06% | +24.4% |
| Q2 2015 | $202,000 | -1.5% | 3,000 | 0.0% | 0.04% | +2.3% |
| Q1 2015 | $205,000 | -0.5% | 3,000 | 0.0% | 0.04% | -4.3% |
| Q4 2014 | $206,000 | – | 3,000 | – | 0.05% | – |
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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% |