VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 690 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,765,000 | -6.2% | 50,218 | +0.6% | 0.41% | -0.2% |
| Q2 2022 | $5,078,000 | +19.4% | 49,929 | +31.8% | 0.41% | +33.6% |
| Q1 2022 | $4,252,000 | +5.5% | 37,881 | +5.3% | 0.31% | +6.2% |
| Q4 2021 | $4,032,000 | +20.9% | 35,966 | +11.4% | 0.29% | +9.1% |
| Q3 2021 | $3,336,000 | +15.1% | 32,282 | +16.7% | 0.26% | +10.4% |
| Q2 2021 | $2,899,000 | -2.2% | 27,674 | -5.7% | 0.24% | -15.5% |
| Q1 2021 | $2,965,000 | +4.4% | 29,334 | -5.5% | 0.28% | -1.7% |
| Q4 2020 | $2,841,000 | +6.8% | 31,040 | -5.5% | 0.29% | -6.5% |
| Q3 2020 | $2,659,000 | -4.1% | 32,850 | -6.7% | 0.31% | -15.3% |
| Q2 2020 | $2,772,000 | -5.8% | 35,192 | -15.4% | 0.36% | -22.0% |
| Q1 2020 | $2,943,000 | -9.7% | 41,590 | +19.6% | 0.47% | +15.0% |
| Q4 2019 | $3,259,000 | +11.6% | 34,775 | +5.6% | 0.41% | +1.0% |
| Q3 2019 | $2,921,000 | +7.4% | 32,923 | +5.8% | 0.40% | +7.2% |
| Q2 2019 | $2,719,000 | +10.8% | 31,114 | +9.5% | 0.38% | +5.3% |
| Q1 2019 | $2,454,000 | +16.6% | 28,418 | +5.3% | 0.36% | +0.6% |
| Q4 2018 | $2,105,000 | -8.7% | 26,993 | +2.0% | 0.36% | -0.8% |
| Q3 2018 | $2,305,000 | +8.0% | 26,468 | +3.0% | 0.36% | +1.7% |
| Q2 2018 | $2,135,000 | +1.0% | 25,706 | +0.4% | 0.35% | -1.1% |
| Q1 2018 | $2,113,000 | +1.8% | 25,612 | +5.6% | 0.36% | +1.4% |
| Q4 2017 | $2,076,000 | +8.9% | 24,250 | +3.1% | 0.35% | +5.1% |
| Q3 2017 | $1,906,000 | +2.6% | 23,512 | -1.1% | 0.33% | -2.9% |
| Q2 2017 | $1,858,000 | +3.7% | 23,771 | +3.1% | 0.34% | -5.8% |
| Q1 2017 | $1,791,000 | – | 23,067 | – | 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% |