VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 564 filers reported holding VANGUARD WHITEHALL FDS in Q1 2017. The put-call ratio across all filers is 0.64 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $28,484,315 | -6.8% | 275,690 | -4.3% | 0.25% | -4.3% |
Q2 2023 | $30,567,719 | +0.7% | 288,184 | +0.2% | 0.26% | -3.0% |
Q1 2023 | $30,352,919 | -3.1% | 287,705 | -0.6% | 0.26% | -8.6% |
Q4 2022 | $31,334,102 | +85.7% | 289,568 | +62.8% | 0.29% | -13.9% |
Q3 2022 | $16,871,000 | +15.6% | 177,814 | +23.9% | 0.34% | +45.3% |
Q2 2022 | $14,596,000 | -10.7% | 143,516 | -1.5% | 0.23% | -1.3% |
Q1 2022 | $16,347,000 | +4.4% | 145,634 | +4.3% | 0.24% | +4.9% |
Q4 2021 | $15,652,000 | +9.4% | 139,616 | +0.9% | 0.22% | -1.3% |
Q3 2021 | $14,303,000 | +0.1% | 138,394 | +1.5% | 0.23% | -0.9% |
Q2 2021 | $14,282,000 | +5.9% | 136,321 | +2.2% | 0.23% | -13.6% |
Q1 2021 | $13,484,000 | +11.1% | 133,389 | +0.6% | 0.26% | +10.4% |
Q4 2020 | $12,134,000 | +159.3% | 132,594 | +129.3% | 0.24% | -37.3% |
Q3 2020 | $4,679,000 | +50.3% | 57,817 | +46.3% | 0.38% | +33.0% |
Q2 2020 | $3,113,000 | +33.0% | 39,517 | +19.4% | 0.29% | +0.3% |
Q1 2020 | $2,341,000 | +29.3% | 33,086 | +71.0% | 0.29% | +57.7% |
Q4 2019 | $1,810,000 | +15.8% | 19,349 | +10.5% | 0.18% | -4.2% |
Q3 2019 | $1,563,000 | +5.8% | 17,516 | +3.5% | 0.19% | -0.5% |
Q2 2019 | $1,478,000 | +9.2% | 16,917 | +6.8% | 0.19% | 0.0% |
Q1 2019 | $1,353,000 | +15.0% | 15,843 | +5.1% | 0.19% | -0.5% |
Q4 2018 | $1,177,000 | -8.8% | 15,068 | +1.4% | 0.19% | +3.2% |
Q3 2018 | $1,290,000 | +14.7% | 14,855 | +9.3% | 0.19% | -6.1% |
Q2 2018 | $1,125,000 | +2.6% | 13,589 | +2.0% | 0.20% | -3.4% |
Q1 2018 | $1,097,000 | +4.7% | 13,324 | +8.9% | 0.20% | +6.8% |
Q4 2017 | $1,048,000 | +14.0% | 12,233 | +7.6% | 0.19% | -5.9% |
Q3 2017 | $919,000 | +18.7% | 11,364 | +15.3% | 0.20% | +7.4% |
Q2 2017 | $774,000 | +5.6% | 9,857 | +5.0% | 0.19% | -5.9% |
Q1 2017 | $733,000 | +4.7% | 9,387 | +1.5% | 0.20% | -13.3% |
Q4 2016 | $700,000 | +16.3% | 9,252 | +10.8% | 0.23% | -10.0% |
Q3 2016 | $602,000 | -9.2% | 8,350 | -10.2% | 0.26% | -0.4% |
Q2 2016 | $663,000 | +3.1% | 9,301 | +0.1% | 0.26% | -6.8% |
Q1 2016 | $643,000 | +44.2% | 9,288 | +39.8% | 0.28% | +36.1% |
Q4 2015 | $446,000 | – | 6,646 | – | 0.20% | – |
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% |