VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 690 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $147,025 | -35.1% | 1,423 | -33.4% | 0.02% | -21.9% |
| Q2 2023 | $226,566 | -22.1% | 2,136 | -22.6% | 0.03% | -23.8% |
| Q1 2023 | $290,969 | +51.0% | 2,758 | +54.9% | 0.04% | +35.5% |
| Q4 2022 | $192,722 | +14.0% | 1,781 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $169,000 | -6.6% | 1,781 | 0.0% | 0.03% | -22.5% |
| Q2 2022 | $181,000 | -9.5% | 1,781 | 0.0% | 0.04% | +2.6% |
| Q1 2022 | $200,000 | +51.5% | 1,781 | +51.6% | 0.04% | +44.4% |
| Q4 2021 | $132,000 | +9.1% | 1,175 | 0.0% | 0.03% | -6.9% |
| Q3 2021 | $121,000 | -1.6% | 1,175 | 0.0% | 0.03% | -6.5% |
| Q2 2021 | $123,000 | +3.4% | 1,175 | 0.0% | 0.03% | +3.3% |
| Q1 2021 | $119,000 | +10.2% | 1,175 | 0.0% | 0.03% | -30.2% |
| Q4 2020 | $108,000 | +13.7% | 1,175 | 0.0% | 0.04% | -4.4% |
| Q3 2020 | $95,000 | +2.2% | 1,175 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $93,000 | +12.0% | 1,175 | 0.0% | 0.04% | -10.0% |
| Q1 2020 | $83,000 | -24.5% | 1,175 | 0.0% | 0.05% | +4.2% |
| Q4 2019 | $110,000 | +5.8% | 1,175 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $104,000 | +1.0% | 1,175 | 0.0% | 0.05% | +45.5% |
| Q2 2019 | $103,000 | +2.0% | 1,175 | 0.0% | 0.03% | +3.1% |
| Q1 2019 | $101,000 | +9.8% | 1,175 | 0.0% | 0.03% | +10.3% |
| Q4 2018 | $92,000 | -33.8% | 1,175 | -29.9% | 0.03% | -77.5% |
| Q2 2018 | $139,000 | +0.7% | 1,675 | 0.0% | 0.13% | -4.4% |
| Q1 2018 | $138,000 | -3.5% | 1,675 | 0.0% | 0.14% | -3.6% |
| Q4 2017 | $143,000 | – | 1,675 | – | 0.14% | – |
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% |