VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 602 filers reported holding VANGUARD WHITEHALL FDS in Q3 2017. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $309,960 | -2.6% | 3,000 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $318,210 | +0.5% | 3,000 | 0.0% | 0.03% | 0.0% |
Q1 2023 | $316,500 | -2.5% | 3,000 | 0.0% | 0.03% | -3.6% |
Q4 2022 | $324,630 | +13.9% | 3,000 | 0.0% | 0.03% | +3.7% |
Q3 2022 | $285,000 | -6.6% | 3,000 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $305,000 | -9.5% | 3,000 | 0.0% | 0.03% | +8.0% |
Q1 2022 | $337,000 | +0.3% | 3,000 | 0.0% | 0.02% | +4.2% |
Q4 2021 | $336,000 | +8.4% | 3,000 | 0.0% | 0.02% | +4.3% |
Q3 2021 | $310,000 | -1.3% | 3,000 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $314,000 | +3.6% | 3,000 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $303,000 | +10.2% | 3,000 | 0.0% | 0.02% | +4.5% |
Q4 2020 | $275,000 | +13.2% | 3,000 | 0.0% | 0.02% | +10.0% |
Q3 2020 | $243,000 | +3.0% | 3,000 | 0.0% | 0.02% | +5.3% |
Q2 2020 | $236,000 | +11.3% | 3,000 | 0.0% | 0.02% | +5.6% |
Q1 2020 | $212,000 | -24.6% | 3,000 | 0.0% | 0.02% | -28.0% |
Q4 2019 | $281,000 | +5.6% | 3,000 | 0.0% | 0.02% | -3.8% |
Q3 2019 | $266,000 | +1.5% | 3,000 | 0.0% | 0.03% | +4.0% |
Q2 2019 | $262,000 | +1.9% | 3,000 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $257,000 | +2.8% | 3,000 | -6.2% | 0.02% | -10.7% |
Q4 2018 | $250,000 | -29.4% | 3,200 | -21.2% | 0.03% | -20.0% |
Q3 2018 | $354,000 | +5.0% | 4,060 | 0.0% | 0.04% | +12.9% |
Q2 2018 | $337,000 | -32.6% | 4,060 | -33.0% | 0.03% | -31.1% |
Q1 2018 | $500,000 | -11.7% | 6,060 | -8.3% | 0.04% | -21.1% |
Q4 2017 | $566,000 | +5.8% | 6,605 | 0.0% | 0.06% | +3.6% |
Q3 2017 | $535,000 | – | 6,605 | – | 0.06% | – |
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% |