VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $89,675 | -99.9% | 850 | 0.0% | 0.07% | +4.4% |
| Q2 2022 | $86,445,000 | -9.4% | 850 | 0.0% | 0.07% | +17.2% |
| Q1 2022 | $95,412,000 | +0.1% | 850 | 0.0% | 0.06% | +3.6% |
| Q4 2021 | $95,293,000 | +8.5% | 850 | 0.0% | 0.06% | -1.8% |
| Q3 2021 | $87,847,000 | -1.4% | 850 | 0.0% | 0.06% | +1.8% |
| Q2 2021 | $89,054,000 | +3.6% | 850 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $85,926,000 | +10.5% | 850 | 0.0% | 0.06% | -1.8% |
| Q4 2020 | $77,783,000 | +13.1% | 850 | 0.0% | 0.06% | -1.7% |
| Q3 2020 | $68,790,000 | +2.7% | 850 | 0.0% | 0.06% | -7.9% |
| Q2 2020 | $66,963,000 | +11.4% | 850 | 0.0% | 0.06% | -4.5% |
| Q1 2020 | $60,137,000 | -35.8% | 850 | -15.0% | 0.07% | -8.3% |
| Q4 2019 | $93,710,000 | +5.6% | 1,000 | 0.0% | 0.07% | +5.9% |
| Q3 2019 | $88,730,000 | +1.5% | 1,000 | 0.0% | 0.07% | -8.1% |
| Q2 2019 | $87,380,000 | +2.0% | 1,000 | 0.0% | 0.07% | -3.9% |
| Q1 2019 | $85,660,000 | +9.8% | 1,000 | 0.0% | 0.08% | -2.5% |
| Q4 2018 | $77,990,000 | +757.8% | 1,000 | +733.3% | 0.08% | +887.5% |
| Q4 2016 | $9,092,000 | +6.0% | 120 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $8,575,000 | – | 120 | – | 0.01% | – |
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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% |