VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,660,283 | -2.0% | 25,748 | +0.6% | 0.43% | +6.5% |
| Q2 2023 | $2,714,225 | +205.2% | 25,589 | +203.6% | 0.40% | +145.7% |
| Q1 2023 | $889,260 | -4.6% | 8,429 | -2.2% | 0.16% | -4.1% |
| Q4 2022 | $932,446 | +14.0% | 8,617 | 0.0% | 0.17% | -5.5% |
| Q3 2022 | $818,000 | -6.6% | 8,617 | 0.0% | 0.18% | -1.6% |
| Q2 2022 | $876,000 | -9.4% | 8,617 | 0.0% | 0.18% | -2.1% |
| Q1 2022 | $967,000 | +59.6% | 8,617 | +11.9% | 0.19% | -60.9% |
| Q2 2020 | $606,000 | +4.3% | 7,698 | -6.3% | 0.48% | -17.2% |
| Q1 2020 | $581,000 | -26.8% | 8,212 | -3.0% | 0.58% | +15.3% |
| Q4 2019 | $794,000 | +5.7% | 8,468 | 0.0% | 0.50% | -10.3% |
| Q3 2019 | $751,000 | +1.5% | 8,468 | 0.0% | 0.56% | +12.4% |
| Q2 2019 | $740,000 | -48.7% | 8,468 | -49.7% | 0.50% | +6.8% |
| Q1 2019 | $1,442,000 | +121.2% | 16,826 | +101.4% | 0.47% | -5.5% |
| Q4 2018 | $652,000 | -9.7% | 8,356 | +1.6% | 0.50% | +39.0% |
| Q3 2018 | $722,000 | +5.7% | 8,227 | 0.0% | 0.36% | -30.2% |
| Q2 2018 | $683,000 | +0.4% | 8,227 | +0.7% | 0.51% | +1.6% |
| Q1 2018 | $680,000 | +946.2% | 8,171 | +961.2% | 0.50% | +696.8% |
| Q4 2017 | $65,000 | – | 770 | – | 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% |