VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,942,000 | +8.5% | 17,321 | 0.0% | 0.59% | -3.8% |
| Q3 2021 | $1,790,000 | -1.4% | 17,321 | 0.0% | 0.61% | -2.9% |
| Q2 2021 | $1,815,000 | +3.7% | 17,321 | 0.0% | 0.63% | -8.0% |
| Q1 2021 | $1,751,000 | +10.6% | 17,321 | +0.1% | 0.68% | +5.9% |
| Q4 2020 | $1,583,000 | +513.6% | 17,300 | -0.6% | 0.65% | +434.7% |
| Q3 2020 | $258,000 | -58.6% | 17,400 | +97.7% | 0.12% | -70.9% |
| Q1 2020 | $623,000 | -36.6% | 8,800 | -16.0% | 0.42% | -31.6% |
| Q4 2019 | $982,000 | -47.1% | 10,475 | -50.4% | 0.61% | -27.8% |
| Q3 2019 | $1,858,000 | +101.5% | 21,100 | +100.0% | 0.84% | +42.2% |
| Q2 2019 | $922,000 | +55.0% | 10,550 | +51.8% | 0.59% | +40.3% |
| Q1 2019 | $595,000 | +9.8% | 6,950 | 0.0% | 0.42% | -6.4% |
| Q4 2018 | $542,000 | -10.4% | 6,950 | 0.0% | 0.45% | +0.7% |
| Q3 2018 | $605,000 | +4.9% | 6,950 | 0.0% | 0.45% | +10.9% |
| Q2 2018 | $577,000 | +0.7% | 6,950 | 0.0% | 0.40% | -5.6% |
| Q1 2018 | $573,000 | -3.7% | 6,950 | 0.0% | 0.43% | -5.9% |
| Q4 2017 | $595,000 | +5.7% | 6,950 | 0.0% | 0.46% | -1.1% |
| Q3 2017 | $563,000 | +3.7% | 6,950 | 0.0% | 0.46% | +0.9% |
| Q2 2017 | $543,000 | +31.8% | 6,950 | +31.1% | 0.46% | +67.6% |
| Q1 2017 | $412,000 | +2.5% | 5,300 | 0.0% | 0.27% | +1.9% |
| Q4 2016 | $402,000 | – | 5,300 | – | 0.27% | – |
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% |