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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $34,000 | -8.1% | 330 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $37,000 | 0.0% | 330 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $37,000 | +8.8% | 330 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $34,000 | -2.9% | 330 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $35,000 | +6.1% | 330 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $33,000 | +10.0% | 330 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $30,000 | +11.1% | 330 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $27,000 | +8.0% | 330 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $25,000 | -32.4% | 330 | -37.3% | 0.01% | -50.0% |
| Q1 2020 | $37,000 | -24.5% | 526 | 0.0% | 0.02% | -13.0% |
| Q4 2019 | $49,000 | +4.3% | 526 | 0.0% | 0.02% | -4.2% |
| Q3 2019 | $47,000 | +2.2% | 526 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $46,000 | +2.2% | 526 | 0.0% | 0.02% | +4.3% |
| Q1 2019 | $45,000 | +9.8% | 526 | 0.0% | 0.02% | -4.2% |
| Q4 2018 | $41,000 | -10.9% | 526 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $46,000 | +7.0% | 526 | 0.0% | 0.02% | -4.0% |
| Q2 2018 | $43,000 | 0.0% | 526 | 0.0% | 0.02% | -3.8% |
| Q1 2018 | $43,000 | – | 526 | – | 0.03% | – |
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% |