Bristlecone Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
Bristlecone Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,564,068
-31.7%
15,138
-29.9%
0.18%
-23.5%
Q2 2023$2,289,731
+0.6%
21,587
+0.1%
0.23%
-8.0%
Q1 2023$2,275,206
-4.8%
21,566
-2.4%
0.25%
-14.7%
Q4 2022$2,391,141
+14.3%
22,097
+0.2%
0.29%
+7.3%
Q3 2022$2,092,000
-36.3%
22,045
-31.7%
0.27%
-32.8%
Q2 2022$3,284,000
+3.4%
32,292
+14.2%
0.41%
+4.1%
Q1 2022$3,175,000
+0.5%
28,283
+0.4%
0.39%
+2.9%
Q4 2021$3,159,000
+3.5%
28,177
-4.6%
0.38%
-5.0%
Q3 2021$3,052,000
+12.4%
29,526
+13.9%
0.40%
+8.4%
Q2 2021$2,716,000
+6.7%
25,924
+3.0%
0.37%
-4.4%
Q1 2021$2,545,000
+6.0%
25,171
-4.1%
0.38%
+0.8%
Q4 2020$2,401,000
+8.8%
26,241
-3.8%
0.38%
-5.2%
Q3 2020$2,207,000
+5.5%
27,270
+2.8%
0.40%
-4.7%
Q2 2020$2,091,000
+42.4%
26,540
+27.9%
0.42%
+20.9%
Q1 2020$1,468,000
-19.8%
20,752
+6.2%
0.35%
-4.6%
Q4 2019$1,830,000
+9.6%
19,532
+3.8%
0.37%
-9.6%
Q3 2019$1,669,000
+35.9%
18,809
+33.8%
0.41%
+39.0%
Q2 2019$1,228,000
+5.8%
14,054
+3.7%
0.29%
-10.2%
Q1 2019$1,161,000
-33.9%
13,548
-39.9%
0.32%
-38.3%
Q4 2018$1,756,000
-20.9%
22,524
-11.6%
0.53%
-5.6%
Q3 2018$2,219,000
+4.1%
25,472
-0.7%
0.56%
-21.4%
Q2 2018$2,132,000
+11.3%
25,662
+10.5%
0.71%
+10.2%
Q1 2018$1,916,000
+3.4%
23,227
+7.4%
0.64%
+9.5%
Q4 2017$1,853,000
+6.2%
21,634
+0.5%
0.59%
+3.7%
Q3 2017$1,745,000
+4.4%
21,524
+0.6%
0.57%0.0%
Q2 2017$1,672,000
+2.4%
21,398
+1.8%
0.57%
-0.5%
Q1 2017$1,633,000
+13.1%
21,024
+10.3%
0.57%
+10.7%
Q4 2016$1,444,000
+5.5%
19,061
+0.4%
0.52%
+4.5%
Q3 2016$1,369,000
+14.3%
18,976
+13.2%
0.49%
+11.5%
Q2 2016$1,198,000
-99.7%
16,765
+156.7%
0.44%
+146.9%
Q1 2016$450,833,000
+137769.4%
6,530
+33.2%
0.18%
+29.7%
Q4 2015$327,0004,9020.14%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2021
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 79,499$8,874,8833.30%
Lowe Wealth Advisors, LLC 29,945$3,342,7051.65%
StrongBox Wealth, LLC 22,592$2,521,9781.47%
Montecito Bank & Trust 38,593$4,308,1360.93%
McAlister, Sweet & Associates, Inc. 5,819$649,5800.60%
Dentgroup LLC 5,637$629,2790.56%
EisnerAmper Wealth Management Corporate Benefits, LLC 8,211$9170.34%
Compass Financial Group, INC/SD 8,948$998,9120.26%
B.O.S.S. Retirement Advisors, LLC 10,349$1,069,2100.24%
Agate Pass Investment Management, LLC 3,128$349,1790.20%
View complete list of VANGUARD WHITEHALL FDS shareholders