VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,954,691 | -9.9% | 18,919 | -7.5% | 0.04% | +10.3% |
| Q2 2023 | $2,169,293 | -41.2% | 20,452 | -41.5% | 0.04% | -25.0% |
| Q1 2023 | $3,690,647 | +13.3% | 34,982 | +16.2% | 0.05% | +18.2% |
| Q4 2022 | $3,258,419 | +34.9% | 30,112 | +18.3% | 0.04% | +25.7% |
| Q3 2022 | $2,415,000 | +12.4% | 25,455 | +20.5% | 0.04% | +6.1% |
| Q2 2022 | $2,149,000 | +31.8% | 21,128 | +45.5% | 0.03% | +50.0% |
| Q1 2022 | $1,630,000 | +16.4% | 14,522 | +16.3% | 0.02% | -4.3% |
| Q4 2021 | $1,400,000 | +4.1% | 12,492 | -4.0% | 0.02% | +35.3% |
| Q3 2021 | $1,345,000 | +1.1% | 13,018 | +2.6% | 0.02% | 0.0% |
| Q2 2021 | $1,330,000 | +68.6% | 12,694 | +62.7% | 0.02% | +54.5% |
| Q1 2021 | $789,000 | +45.3% | 7,804 | +31.3% | 0.01% | +37.5% |
| Q4 2020 | $543,000 | +30.2% | 5,944 | +15.5% | 0.01% | +14.3% |
| Q3 2020 | $417,000 | +77.4% | 5,147 | +72.4% | 0.01% | +75.0% |
| Q2 2020 | $235,000 | -4.5% | 2,986 | -14.3% | 0.00% | -33.3% |
| Q1 2020 | $246,000 | -14.3% | 3,483 | +13.5% | 0.01% | +20.0% |
| Q4 2019 | $287,000 | +38.0% | 3,069 | +31.2% | 0.01% | +25.0% |
| Q3 2019 | $208,000 | +2.0% | 2,340 | 0.0% | 0.00% | -42.9% |
| Q2 2019 | $204,000 | – | 2,340 | – | 0.01% | – |
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% |