VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $125,000 | +2.5% | 1,425 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $122,000 | +9.9% | 1,425 | 0.0% | 0.04% | -12.2% |
| Q4 2018 | $111,000 | -10.5% | 1,425 | 0.0% | 0.05% | +19.5% |
| Q3 2018 | $124,000 | +5.1% | 1,425 | 0.0% | 0.04% | -14.6% |
| Q2 2018 | $118,000 | 0.0% | 1,425 | 0.0% | 0.05% | +37.1% |
| Q1 2018 | $118,000 | -3.3% | 1,425 | 0.0% | 0.04% | -10.3% |
| Q4 2017 | $122,000 | -55.8% | 1,425 | -58.2% | 0.04% | -65.2% |
| Q3 2017 | $276,000 | -34.0% | 3,410 | -35.3% | 0.11% | -35.6% |
| Q2 2017 | $418,000 | -17.6% | 5,270 | -19.3% | 0.17% | -21.6% |
| Q1 2017 | $507,000 | +101.2% | 6,530 | +96.4% | 0.22% | +107.5% |
| Q4 2016 | $252,000 | +15.6% | 3,325 | +9.9% | 0.11% | -15.1% |
| Q3 2016 | $218,000 | -1.4% | 3,025 | 0.0% | 0.13% | -9.4% |
| Q2 2016 | $221,000 | +5.7% | 3,025 | 0.0% | 0.14% | -20.6% |
| Q1 2016 | $209,000 | +3.5% | 3,025 | 0.0% | 0.18% | -11.6% |
| Q4 2015 | $202,000 | – | 3,025 | – | 0.20% | – |
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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% |