VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 371 filers reported holding VANGUARD WHITEHALL FDS in Q3 2015. The put-call ratio across all filers is 1.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $29,000 | +11.5% | 335 | 0.0% | 0.02% | +4.8% |
| Q4 2018 | $26,000 | -10.3% | 335 | 0.0% | 0.02% | -4.5% |
| Q3 2018 | $29,000 | -91.2% | 335 | -91.6% | 0.02% | -91.2% |
| Q2 2018 | $330,000 | +0.6% | 3,977 | 0.0% | 0.25% | -4.2% |
| Q1 2018 | $328,000 | -12.1% | 3,977 | -8.6% | 0.26% | -11.6% |
| Q4 2017 | $373,000 | +26.4% | 4,352 | +19.5% | 0.29% | +21.5% |
| Q3 2017 | $295,000 | -10.6% | 3,642 | -13.8% | 0.24% | -28.0% |
| Q2 2017 | $330,000 | +0.6% | 4,225 | 0.0% | 0.34% | +16.7% |
| Q1 2017 | $328,000 | +2.5% | 4,225 | 0.0% | 0.29% | -2.0% |
| Q4 2016 | $320,000 | +4.9% | 4,225 | 0.0% | 0.29% | +0.3% |
| Q3 2016 | $305,000 | +1.0% | 4,225 | 0.0% | 0.29% | -2.7% |
| Q2 2016 | $302,000 | +3.4% | 4,225 | 0.0% | 0.30% | +4.2% |
| Q1 2016 | $292,000 | +3.5% | 4,225 | 0.0% | 0.29% | +1.8% |
| Q4 2015 | $282,000 | +6.4% | 4,225 | 0.0% | 0.28% | +4.4% |
| Q3 2015 | $265,000 | -6.7% | 4,225 | 0.0% | 0.27% | +2.6% |
| Q2 2015 | $284,000 | -3.4% | 4,225 | -1.7% | 0.26% | -5.7% |
| Q1 2015 | $294,000 | -0.7% | 4,300 | 0.0% | 0.28% | -2.8% |
| Q4 2014 | $296,000 | – | 4,300 | – | 0.29% | – |
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% |