VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 539 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $507,508 | -2.6% | 4,912 | 0.0% | 0.07% | -1.4% |
Q2 2023 | $521,016 | +0.5% | 4,912 | 0.0% | 0.07% | -5.5% |
Q1 2023 | $518,216 | -2.5% | 4,912 | 0.0% | 0.07% | -11.0% |
Q4 2022 | $531,528 | +14.1% | 4,912 | 0.0% | 0.08% | +2.5% |
Q3 2022 | $466,000 | -6.8% | 4,912 | 0.0% | 0.08% | -5.9% |
Q2 2022 | $500,000 | -9.3% | 4,912 | 0.0% | 0.08% | +2.4% |
Q1 2022 | $551,000 | 0.0% | 4,912 | 0.0% | 0.08% | +3.8% |
Q4 2021 | $551,000 | +8.5% | 4,912 | 0.0% | 0.08% | -4.8% |
Q3 2021 | $508,000 | -1.4% | 4,912 | 0.0% | 0.08% | -3.4% |
Q2 2021 | $515,000 | +3.6% | 4,912 | 0.0% | 0.09% | -4.4% |
Q1 2021 | $497,000 | +10.7% | 4,912 | 0.0% | 0.09% | +7.1% |
Q4 2020 | $449,000 | +12.8% | 4,912 | 0.0% | 0.08% | +2.4% |
Q3 2020 | $398,000 | -9.1% | 4,912 | -11.6% | 0.08% | -19.4% |
Q2 2020 | $438,000 | +219.7% | 5,554 | +187.8% | 0.10% | +186.1% |
Q1 2020 | $137,000 | -24.3% | 1,930 | 0.0% | 0.04% | -7.7% |
Q4 2019 | $181,000 | +5.8% | 1,930 | 0.0% | 0.04% | 0.0% |
Q3 2019 | $171,000 | +1.2% | 1,930 | 0.0% | 0.04% | 0.0% |
Q2 2019 | $169,000 | +2.4% | 1,930 | 0.0% | 0.04% | -2.5% |
Q1 2019 | $165,000 | +9.3% | 1,930 | 0.0% | 0.04% | -4.8% |
Q4 2018 | $151,000 | -10.1% | 1,930 | 0.0% | 0.04% | 0.0% |
Q3 2018 | $168,000 | +5.0% | 1,930 | 0.0% | 0.04% | 0.0% |
Q2 2018 | $160,000 | +0.6% | 1,930 | 0.0% | 0.04% | 0.0% |
Q1 2018 | $159,000 | -3.6% | 1,930 | 0.0% | 0.04% | -6.7% |
Q4 2017 | $165,000 | +5.8% | 1,930 | 0.0% | 0.04% | +2.3% |
Q3 2017 | $156,000 | +3.3% | 1,930 | 0.0% | 0.04% | -2.2% |
Q2 2017 | $151,000 | +0.7% | 1,930 | 0.0% | 0.04% | -4.3% |
Q1 2017 | $150,000 | +2.7% | 1,930 | 0.0% | 0.05% | -11.3% |
Q4 2016 | $146,000 | +5.0% | 1,930 | 0.0% | 0.05% | +6.0% |
Q3 2016 | $139,000 | +0.7% | 1,930 | 0.0% | 0.05% | 0.0% |
Q2 2016 | $138,000 | +3.8% | 1,930 | 0.0% | 0.05% | -7.4% |
Q1 2016 | $133,000 | – | 1,930 | – | 0.05% | – |
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% |