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 2023 | $727,269 | -2.6% | 7,039 | 0.0% | 0.20% | +4.6% |
| Q2 2023 | $746,627 | +0.5% | 7,039 | 0.0% | 0.19% | +1.0% |
| Q1 2023 | $742,615 | -2.5% | 7,039 | 0.0% | 0.19% | -6.3% |
| Q4 2022 | $761,690 | +14.0% | 7,039 | 0.0% | 0.20% | +7.9% |
| Q3 2022 | $668,000 | -6.7% | 7,039 | 0.0% | 0.19% | -1.6% |
| Q2 2022 | $716,000 | -9.4% | 7,039 | 0.0% | 0.19% | +3.8% |
| Q1 2022 | $790,000 | +0.1% | 7,039 | 0.0% | 0.19% | +2.8% |
| Q4 2021 | $789,000 | +8.5% | 7,039 | 0.0% | 0.18% | +8.4% |
| Q3 2021 | $727,000 | -1.4% | 7,039 | 0.0% | 0.17% | -3.5% |
| Q2 2021 | $737,000 | -19.5% | 7,039 | -22.2% | 0.17% | -22.1% |
| Q1 2021 | $915,000 | -21.2% | 9,050 | -28.7% | 0.22% | -24.7% |
| Q4 2020 | $1,161,000 | +13.0% | 12,692 | 0.0% | 0.30% | +3.1% |
| Q3 2020 | $1,027,000 | +2.7% | 12,692 | 0.0% | 0.29% | -4.7% |
| Q2 2020 | $1,000,000 | +11.4% | 12,692 | 0.0% | 0.30% | -14.3% |
| Q1 2020 | $898,000 | -25.7% | 12,692 | -1.6% | 0.35% | -2.0% |
| Q4 2019 | $1,208,000 | +5.6% | 12,892 | 0.0% | 0.36% | -9.6% |
| Q3 2019 | $1,144,000 | +1.5% | 12,892 | 0.0% | 0.40% | +6483.3% |
| Q2 2019 | $1,127,000 | +2.1% | 12,892 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $1,104,000 | +9.9% | 12,892 | 0.0% | 0.01% | -92.3% |
| Q4 2018 | $1,005,000 | -7.5% | 12,892 | +1.6% | 0.08% | -82.1% |
| Q1 2018 | $1,087,000 | +5.6% | 12,692 | 0.0% | 0.44% | -0.2% |
| Q4 2017 | $1,029,000 | +3.7% | 12,692 | 0.0% | 0.44% | +5.3% |
| Q2 2017 | $992,000 | – | 12,692 | – | 0.42% | – |
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% |