VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 823 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,190,384 | -1.4% | 21,200 | +1.2% | 0.69% | +3.9% |
| Q2 2023 | $2,222,167 | +3.8% | 20,950 | +3.2% | 0.67% | -1.3% |
| Q1 2023 | $2,141,650 | -3.5% | 20,300 | -1.0% | 0.68% | -12.4% |
| Q4 2022 | $2,218,305 | +14.1% | 20,500 | 0.0% | 0.77% | +11.6% |
| Q3 2022 | $1,945,000 | +0.7% | 20,500 | +7.9% | 0.69% | +4.2% |
| Q2 2022 | $1,932,000 | +32.4% | 19,000 | +46.2% | 0.66% | +52.3% |
| Q1 2022 | $1,459,000 | +0.1% | 13,000 | 0.0% | 0.44% | +17.5% |
| Q4 2021 | $1,457,000 | -5.4% | 13,000 | -12.8% | 0.37% | -0.5% |
| Q3 2021 | $1,540,000 | -5.2% | 14,900 | -3.9% | 0.37% | +1.9% |
| Q2 2021 | $1,625,000 | +3.6% | 15,511 | 0.0% | 0.37% | -15.1% |
| Q1 2021 | $1,568,000 | +9.4% | 15,511 | -0.9% | 0.43% | +0.5% |
| Q4 2020 | $1,433,000 | +36.1% | 15,659 | +20.4% | 0.43% | +7.8% |
| Q3 2020 | $1,053,000 | +298.9% | 13,009 | +288.6% | 0.40% | +290.2% |
| Q2 2020 | $264,000 | +11.4% | 3,348 | 0.0% | 0.10% | -9.7% |
| Q1 2020 | $237,000 | -0.4% | 3,348 | +32.0% | 0.11% | +16.5% |
| Q4 2019 | $238,000 | -4.4% | 2,536 | -9.8% | 0.10% | -11.0% |
| Q3 2019 | $249,000 | +1.2% | 2,811 | 0.0% | 0.11% | +2.8% |
| Q2 2019 | $246,000 | +2.1% | 2,811 | 0.0% | 0.11% | +1.9% |
| Q1 2019 | $241,000 | -27.8% | 2,811 | -26.2% | 0.10% | -11.1% |
| Q3 2018 | $334,000 | -10.5% | 3,811 | -15.2% | 0.12% | -14.0% |
| Q2 2018 | $373,000 | -3.6% | 4,494 | -4.3% | 0.14% | +2.3% |
| Q1 2018 | $387,000 | -3.7% | 4,694 | 0.0% | 0.13% | -11.3% |
| Q4 2017 | $402,000 | -4.5% | 4,694 | -9.6% | 0.15% | -13.8% |
| Q3 2017 | $421,000 | +3.7% | 5,194 | 0.0% | 0.17% | -4.9% |
| Q2 2017 | $406,000 | – | 5,194 | – | 0.18% | – |
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% |