VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,272 | -59.3% | 835 | -60.0% | 0.01% | -67.4% |
| Q2 2022 | $212,000 | -9.4% | 2,085 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $234,000 | -49.1% | 2,085 | -49.2% | 0.04% | -49.4% |
| Q4 2021 | $460,000 | +9.0% | 4,102 | +0.4% | 0.08% | -2.3% |
| Q3 2021 | $422,000 | -1.4% | 4,085 | 0.0% | 0.09% | -4.4% |
| Q2 2021 | $428,000 | +3.6% | 4,085 | 0.0% | 0.09% | -4.2% |
| Q1 2021 | $413,000 | +10.4% | 4,085 | 0.0% | 0.10% | +2.2% |
| Q4 2020 | $374,000 | +13.0% | 4,085 | 0.0% | 0.09% | -10.6% |
| Q3 2020 | $331,000 | -1.5% | 4,085 | -4.1% | 0.10% | -11.9% |
| Q2 2020 | $336,000 | -14.5% | 4,260 | -23.4% | 0.12% | -34.8% |
| Q1 2020 | $393,000 | -22.3% | 5,558 | +2.9% | 0.18% | +1.1% |
| Q4 2019 | $506,000 | -0.6% | 5,400 | -5.8% | 0.18% | -7.3% |
| Q3 2019 | $509,000 | +1.6% | 5,735 | 0.0% | 0.19% | -1.0% |
| Q2 2019 | $501,000 | -2.9% | 5,735 | -4.8% | 0.20% | -5.8% |
| Q1 2019 | $516,000 | +9.8% | 6,022 | +0.0% | 0.21% | +3.5% |
| Q4 2018 | $470,000 | -12.8% | 6,020 | -2.2% | 0.20% | -4.3% |
| Q3 2018 | $539,000 | +6.5% | 6,158 | +1.0% | 0.21% | +6.1% |
| Q2 2018 | $506,000 | -24.0% | 6,096 | -26.2% | 0.20% | -29.9% |
| Q1 2018 | $666,000 | -21.1% | 8,264 | -67.4% | 0.28% | +51.9% |
| Q4 2017 | $844,000 | +8.9% | 25,376 | +168.2% | 0.18% | -53.6% |
| Q3 2017 | $775,000 | +2.0% | 9,463 | +94530.0% | 0.40% | -6.6% |
| Q2 2017 | $760,000 | +2.8% | 10 | -99.9% | 0.43% | -7.8% |
| Q1 2017 | $739,000 | – | 9,559 | – | 0.46% | – |
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% |