VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,916,000 | +125.4% | 21,588 | +122.0% | 4.23% | +119.8% |
| Q2 2019 | $850,000 | -0.5% | 9,724 | -2.4% | 1.92% | +8.6% |
| Q1 2019 | $854,000 | +1.9% | 9,966 | -7.3% | 1.77% | -9.5% |
| Q4 2018 | $838,000 | +99.5% | 10,752 | +119.0% | 1.96% | +117.7% |
| Q4 2017 | $420,000 | -77.4% | 4,909 | -78.6% | 0.90% | -59.3% |
| Q3 2017 | $1,860,000 | +2.4% | 22,938 | -1.3% | 2.21% | +1.0% |
| Q2 2017 | $1,816,000 | +16.0% | 23,232 | +15.1% | 2.19% | -7.1% |
| Q1 2017 | $1,566,000 | +142.8% | 20,176 | +136.9% | 2.35% | -29.1% |
| Q4 2016 | $645,000 | +33.5% | 8,516 | +27.2% | 3.32% | +23.0% |
| Q3 2016 | $483,000 | – | 6,694 | – | 2.70% | – |
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% |