VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $158,906 | -2.6% | 1,538 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $163,136 | -18.4% | 1,538 | -18.9% | 0.06% | -23.3% |
| Q1 2023 | $200,028 | +97474.6% | 1,896 | 0.0% | 0.07% | -7.6% |
| Q4 2022 | $205 | -99.9% | 1,896 | 0.0% | 0.08% | +1.3% |
| Q3 2022 | $180,000 | -6.7% | 1,896 | 0.0% | 0.08% | -1.3% |
| Q2 2022 | $193,000 | -9.4% | 1,896 | 0.0% | 0.08% | +6.8% |
| Q1 2022 | $213,000 | 0.0% | 1,896 | 0.0% | 0.07% | -1.3% |
| Q4 2021 | $213,000 | +8.7% | 1,896 | 0.0% | 0.08% | -3.8% |
| Q3 2021 | $196,000 | -1.5% | 1,896 | 0.0% | 0.08% | -14.3% |
| Q2 2021 | $199,000 | +3.6% | 1,896 | 0.0% | 0.09% | -2.2% |
| Q1 2021 | $192,000 | +10.3% | 1,896 | 0.0% | 0.09% | -13.1% |
| Q4 2020 | $174,000 | +159.7% | 1,896 | +130.7% | 0.11% | +127.7% |
| Q3 2020 | $67,000 | +3.1% | 822 | 0.0% | 0.05% | -2.1% |
| Q2 2020 | $65,000 | +12.1% | 822 | 0.0% | 0.05% | -4.0% |
| Q1 2020 | $58,000 | -24.7% | 822 | 0.0% | 0.05% | -5.7% |
| Q4 2019 | $77,000 | +2.7% | 822 | -3.3% | 0.05% | +23.3% |
| Q3 2019 | $75,000 | +1.4% | 850 | 0.0% | 0.04% | +2.4% |
| Q2 2019 | $74,000 | +1.4% | 850 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $73,000 | +10.6% | 850 | 0.0% | 0.04% | +2.4% |
| Q4 2018 | $66,000 | -18.5% | 850 | -18.3% | 0.04% | -28.1% |
| Q1 2017 | $81,000 | – | 1,040 | – | 0.06% | – |
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% |