VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $710,325 | -7.4% | 6,875 | -4.9% | 0.41% | -2.6% |
Q2 2023 | $766,886 | -3.9% | 7,230 | -4.4% | 0.42% | -8.7% |
Q1 2023 | $797,897 | +2.9% | 7,563 | +5.5% | 0.46% | +2.0% |
Q4 2022 | $775,433 | +52.0% | 7,166 | +33.2% | 0.45% | +48.0% |
Q3 2022 | $510,000 | -3.2% | 5,380 | +3.9% | 0.30% | +4.8% |
Q2 2022 | $527,000 | +25.5% | 5,180 | +38.3% | 0.29% | +48.0% |
Q1 2022 | $420,000 | +4.2% | 3,745 | +4.1% | 0.20% | +7.1% |
Q4 2021 | $403,000 | +0.8% | 3,599 | -7.1% | 0.18% | -7.1% |
Q3 2021 | $400,000 | +5.8% | 3,874 | +7.3% | 0.20% | +7.7% |
Q2 2021 | $378,000 | +3.6% | 3,610 | 0.0% | 0.18% | -1.1% |
Q1 2021 | $365,000 | +20.5% | 3,610 | +9.1% | 0.18% | +14.9% |
Q4 2020 | $303,000 | -1.3% | 3,310 | -12.7% | 0.16% | -11.5% |
Q3 2020 | $307,000 | -28.1% | 3,793 | -30.0% | 0.18% | -34.3% |
Q2 2020 | $427,000 | -11.2% | 5,418 | -20.3% | 0.28% | -23.3% |
Q1 2020 | $481,000 | -42.0% | 6,800 | -23.2% | 0.36% | -25.7% |
Q4 2019 | $830,000 | +5.6% | 8,855 | 0.0% | 0.49% | -2.6% |
Q3 2019 | $786,000 | +4.5% | 8,855 | +2.9% | 0.50% | -1.0% |
Q2 2019 | $752,000 | -5.2% | 8,602 | -7.1% | 0.50% | -8.4% |
Q1 2019 | $793,000 | +3.4% | 9,257 | -5.9% | 0.55% | -4.0% |
Q4 2018 | $767,000 | -12.6% | 9,837 | -2.4% | 0.57% | -2.9% |
Q3 2018 | $878,000 | -26.1% | 10,082 | -29.5% | 0.59% | -27.3% |
Q2 2018 | $1,188,000 | -25.4% | 14,307 | -25.9% | 0.81% | -25.0% |
Q1 2018 | $1,592,000 | +0.3% | 19,305 | +4.1% | 1.08% | -31.7% |
Q4 2017 | $1,588,000 | – | 18,545 | – | 1.58% | – |
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% |