VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 584 filers reported holding VANGUARD WHITEHALL FDS in Q2 2017. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $351,481 | -32.6% | 3,401 | -30.9% | 0.04% | -32.2% |
| Q2 2023 | $521,858 | -26.8% | 4,920 | -27.2% | 0.06% | -35.2% |
| Q1 2023 | $713,315 | +160.0% | 6,761 | +166.7% | 0.09% | +139.5% |
| Q4 2022 | $274,370 | +28.2% | 2,535 | +12.4% | 0.04% | +18.8% |
| Q3 2022 | $214,000 | -7.0% | 2,255 | -0.3% | 0.03% | 0.0% |
| Q2 2022 | $230,000 | -8.7% | 2,262 | +0.8% | 0.03% | +3.2% |
| Q1 2022 | $252,000 | -2.7% | 2,244 | -3.0% | 0.03% | 0.0% |
| Q4 2021 | $259,000 | -12.8% | 2,313 | -19.6% | 0.03% | -22.5% |
| Q3 2021 | $297,000 | +9.6% | 2,877 | +11.0% | 0.04% | -21.6% |
| Q2 2021 | $271,000 | -8.4% | 2,591 | -11.3% | 0.05% | -15.0% |
| Q1 2021 | $296,000 | +10.0% | 2,922 | -0.6% | 0.06% | -4.8% |
| Q4 2020 | $269,000 | +30.6% | 2,940 | +15.5% | 0.06% | +12.5% |
| Q3 2020 | $206,000 | -7.2% | 2,546 | -9.6% | 0.06% | -16.4% |
| Q2 2020 | $222,000 | -15.9% | 2,815 | -24.3% | 0.07% | -30.2% |
| Q1 2020 | $264,000 | -32.1% | 3,720 | -10.6% | 0.10% | -12.7% |
| Q4 2019 | $389,000 | +15.4% | 4,159 | +9.6% | 0.11% | +5.8% |
| Q3 2019 | $337,000 | -0.9% | 3,796 | -2.8% | 0.10% | +6.1% |
| Q2 2019 | $340,000 | +7.9% | 3,904 | +6.0% | 0.10% | +4.3% |
| Q1 2019 | $315,000 | -4.5% | 3,682 | -12.9% | 0.09% | -11.3% |
| Q4 2018 | $330,000 | +6.5% | 4,225 | +17.9% | 0.11% | +19.1% |
| Q3 2018 | $310,000 | +9.9% | 3,584 | +5.4% | 0.09% | -1.1% |
| Q2 2018 | $282,000 | -11.0% | 3,399 | -12.3% | 0.09% | -16.7% |
| Q1 2018 | $317,000 | -7.6% | 3,875 | -2.3% | 0.11% | +0.9% |
| Q4 2017 | $343,000 | +5.5% | 3,965 | -0.4% | 0.11% | -13.0% |
| Q3 2017 | $325,000 | +3.8% | 3,980 | -1.1% | 0.12% | -10.2% |
| Q2 2017 | $313,000 | +4.0% | 4,025 | +3.6% | 0.14% | -4.9% |
| Q1 2017 | $301,000 | +24.9% | 3,884 | +22.5% | 0.14% | +2.1% |
| Q4 2016 | $241,000 | – | 3,171 | – | 0.14% | – |
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% |