VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 856 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $513,708 | -2.6% | 4,972 | 0.0% | 0.14% | +0.7% |
| Q2 2023 | $527,381 | +0.5% | 4,972 | 0.0% | 0.13% | +7.2% |
| Q1 2023 | $524,546 | -2.5% | 4,972 | 0.0% | 0.12% | -2.3% |
| Q4 2022 | $538,020 | +14.0% | 4,972 | 0.0% | 0.13% | -5.2% |
| Q3 2022 | $472,000 | -6.7% | 4,972 | 0.0% | 0.14% | -16.1% |
| Q2 2022 | $506,000 | -8.8% | 4,972 | +0.5% | 0.16% | +7.3% |
| Q1 2022 | $555,000 | +0.9% | 4,948 | +0.9% | 0.15% | +2.7% |
| Q4 2021 | $550,000 | +10.2% | 4,902 | +1.4% | 0.15% | -1.4% |
| Q3 2021 | $499,000 | -2.7% | 4,832 | -1.2% | 0.15% | -3.3% |
| Q2 2021 | $513,000 | +13.2% | 4,893 | +9.2% | 0.15% | +8.5% |
| Q1 2021 | $453,000 | +10.5% | 4,480 | 0.0% | 0.14% | +4.4% |
| Q4 2020 | $410,000 | +12.9% | 4,480 | 0.0% | 0.14% | +16.4% |
| Q3 2020 | $363,000 | -1.6% | 4,480 | -4.3% | 0.12% | +41.5% |
| Q2 2020 | $369,000 | +11.5% | 4,680 | 0.0% | 0.08% | -18.0% |
| Q1 2020 | $331,000 | -15.1% | 4,680 | +12.5% | 0.10% | -41.5% |
| Q4 2019 | $390,000 | +5.7% | 4,160 | 0.0% | 0.17% | -7.6% |
| Q3 2019 | $369,000 | +1.4% | 4,160 | 0.0% | 0.18% | -2.1% |
| Q2 2019 | $364,000 | +1.4% | 4,160 | -0.8% | 0.19% | 0.0% |
| Q1 2019 | $359,000 | -18.6% | 4,195 | -17.2% | 0.19% | -14.9% |
| Q4 2018 | $441,000 | 0.0% | 5,065 | 0.0% | 0.22% | 0.0% |
| Q3 2018 | $441,000 | -0.5% | 5,065 | -5.1% | 0.22% | -7.1% |
| Q2 2018 | $443,000 | +12.2% | 5,340 | +11.5% | 0.24% | +4.8% |
| Q1 2018 | $395,000 | -3.7% | 4,790 | 0.0% | 0.23% | -4.2% |
| Q4 2017 | $410,000 | +5.7% | 4,790 | 0.0% | 0.24% | +0.4% |
| Q3 2017 | $388,000 | +3.7% | 4,790 | 0.0% | 0.24% | -0.8% |
| Q2 2017 | $374,000 | +0.5% | 4,790 | 0.0% | 0.24% | -4.8% |
| Q1 2017 | $372,000 | -30.3% | 4,790 | -32.1% | 0.25% | -29.9% |
| Q4 2016 | $534,000 | – | 7,050 | – | 0.36% | – |
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% |