VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,261,124 | -2.6% | 12,206 | 0.0% | 0.76% | 0.0% |
Q2 2023 | $1,294,690 | -0.5% | 12,206 | -1.0% | 0.76% | -4.6% |
Q1 2023 | $1,301,132 | -9.9% | 12,333 | -7.6% | 0.79% | -10.3% |
Q4 2022 | $1,443,954 | -1.2% | 13,344 | -13.4% | 0.88% | -6.9% |
Q3 2022 | $1,462,000 | -6.7% | 15,406 | 0.0% | 0.95% | +5.6% |
Q2 2022 | $1,567,000 | -12.4% | 15,406 | -3.3% | 0.90% | +5.4% |
Q1 2022 | $1,789,000 | +0.3% | 15,936 | +0.2% | 0.85% | +6.2% |
Q4 2021 | $1,783,000 | +3.4% | 15,900 | -4.7% | 0.80% | +3.0% |
Q3 2021 | $1,725,000 | -3.7% | 16,688 | -2.4% | 0.78% | -6.6% |
Q2 2021 | $1,791,000 | -10.4% | 17,096 | -13.6% | 0.83% | -11.1% |
Q1 2021 | $1,999,000 | +7.5% | 19,776 | -2.7% | 0.94% | +3.0% |
Q4 2020 | $1,859,000 | -9.4% | 20,318 | -19.9% | 0.91% | -17.9% |
Q3 2020 | $2,052,000 | -17.1% | 25,358 | -19.3% | 1.11% | -31.8% |
Q2 2020 | $2,476,000 | -47.6% | 31,431 | -52.9% | 1.62% | -56.8% |
Q1 2020 | $4,723,000 | -38.1% | 66,758 | -18.0% | 3.76% | -14.8% |
Q4 2019 | $7,627,000 | +3.5% | 81,385 | -2.0% | 4.42% | -15.8% |
Q3 2019 | $7,372,000 | -0.8% | 83,088 | -2.3% | 5.25% | -7.4% |
Q2 2019 | $7,434,000 | +9.8% | 85,073 | +7.7% | 5.67% | +6.3% |
Q1 2019 | $6,769,000 | +62.1% | 79,018 | +47.5% | 5.33% | +43.5% |
Q4 2018 | $4,177,000 | +44.5% | 53,558 | +61.4% | 3.72% | +87.3% |
Q3 2018 | $2,891,000 | -6.8% | 33,193 | -11.2% | 1.98% | -9.2% |
Q2 2018 | $3,103,000 | -1.0% | 37,368 | -1.7% | 2.18% | -5.2% |
Q1 2018 | $3,135,000 | +14.6% | 38,003 | +18.9% | 2.30% | +22.2% |
Q4 2017 | $2,736,000 | +80.6% | 31,950 | +71.0% | 1.89% | +62.8% |
Q3 2017 | $1,515,000 | +27.4% | 18,685 | +22.8% | 1.16% | +19.0% |
Q2 2017 | $1,189,000 | -11.9% | 15,210 | -12.5% | 0.97% | -14.3% |
Q1 2017 | $1,349,000 | +6.6% | 17,375 | +4.1% | 1.14% | -1.2% |
Q4 2016 | $1,265,000 | – | 16,690 | – | 1.15% | – |
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% |