Smart Money Group LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.

Quarter-by-quarter ownership
Smart Money Group LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2020$3,274,000
-0.4%
40,463
-3.0%
1.41%
-27.4%
Q2 2020$3,286,000
+49.1%
41,719
+31.2%
1.94%
+25.5%
Q1 2020$2,204,000
+25.3%
31,805
+69.4%
1.55%
+50.4%
Q4 2019$1,759,000
-0.3%
18,774
-5.6%
1.03%
-27.3%
Q3 2019$1,765,000
-0.5%
19,893
-2.0%
1.42%
-3.3%
Q2 2019$1,774,000
+16.9%
20,294
+58.8%
1.46%
+10.5%
Q1 2019$1,518,000
+11.0%
12,777
-27.2%
1.33%
-6.4%
Q4 2018$1,368,000
-11.0%
17,553
-0.6%
1.42%
+1.6%
Q3 2018$1,537,000
+43.8%
17,659
+37.3%
1.40%
+45.6%
Q2 2018$1,069,000
-27.5%
12,866
-28.0%
0.96%
-36.1%
Q1 2018$1,474,000
-16.8%
17,873
-13.6%
1.50%
-45.6%
Q4 2017$1,772,00020,6972.76%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2020
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 79,499$8,874,8833.30%
Lowe Wealth Advisors, LLC 29,945$3,342,7051.65%
StrongBox Wealth, LLC 22,592$2,521,9781.47%
Montecito Bank & Trust 38,593$4,308,1360.93%
McAlister, Sweet & Associates, Inc. 5,819$649,5800.60%
Dentgroup LLC 5,637$629,2790.56%
EisnerAmper Wealth Management Corporate Benefits, LLC 8,211$9170.34%
Compass Financial Group, INC/SD 8,948$998,9120.26%
B.O.S.S. Retirement Advisors, LLC 10,349$1,069,2100.24%
Agate Pass Investment Management, LLC 3,128$349,1790.20%
View complete list of VANGUARD WHITEHALL FDS shareholders