VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 736 filers reported holding VANGUARD WHITEHALL FDS in Q3 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $620,230 | -35.5% | 6,003 | -33.8% | 0.13% | -33.8% |
| Q2 2023 | $962,055 | +160.7% | 9,070 | +104.2% | 0.20% | +16.8% |
| Q2 2018 | $369,000 | -29.3% | 4,441 | -29.9% | 0.17% | -9.7% |
| Q1 2018 | $522,000 | +43.4% | 6,332 | +49.1% | 0.18% | +44.5% |
| Q4 2017 | $364,000 | -5.7% | 4,246 | -10.9% | 0.13% | -15.2% |
| Q3 2017 | $386,000 | -7.7% | 4,766 | -10.9% | 0.15% | -18.4% |
| Q2 2017 | $418,000 | – | 5,352 | – | 0.18% | – |
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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% |