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 2020 | $2,677,000 | +11.0% | 33,079 | +8.1% | 1.25% | +23.9% |
| Q2 2020 | $2,411,000 | +46.5% | 30,609 | +31.5% | 1.01% | +20.5% |
| Q1 2020 | $1,646,000 | -25.6% | 23,277 | -1.4% | 0.84% | -7.7% |
| Q4 2019 | $2,212,000 | +52.6% | 23,614 | +44.5% | 0.91% | +42.5% |
| Q3 2019 | $1,450,000 | +55.7% | 16,340 | +53.4% | 0.64% | +53.3% |
| Q2 2019 | $931,000 | +18.9% | 10,654 | +16.6% | 0.42% | +15.6% |
| Q1 2019 | $783,000 | +15.0% | 9,141 | +4.6% | 0.36% | +0.6% |
| Q4 2018 | $681,000 | +6.1% | 8,736 | +18.4% | 0.36% | +15.9% |
| Q3 2018 | $642,000 | +213.2% | 7,378 | +198.3% | 0.31% | +199.0% |
| Q2 2018 | $205,000 | -57.4% | 2,473 | -55.2% | 0.10% | -75.9% |
| Q4 2017 | $481,000 | +6.7% | 5,516 | 0.0% | 0.43% | -3.0% |
| Q3 2017 | $451,000 | -18.6% | 5,516 | -22.4% | 0.44% | -13.0% |
| Q2 2017 | $554,000 | +2.6% | 7,106 | +1.7% | 0.51% | +0.8% |
| Q1 2017 | $540,000 | – | 6,984 | – | 0.50% | – |
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% |