VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 823 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $37,000 | -9.8% | 455 | -13.3% | 0.01% | -18.2% |
| Q2 2020 | $41,000 | +241.7% | 525 | +208.8% | 0.01% | +175.0% |
| Q1 2020 | $12,000 | -52.0% | 170 | -37.0% | 0.00% | -50.0% |
| Q4 2019 | $25,000 | -19.4% | 270 | -23.3% | 0.01% | -20.0% |
| Q3 2019 | $31,000 | +29.2% | 352 | +30.4% | 0.01% | +25.0% |
| Q2 2019 | $24,000 | +4.3% | 270 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $23,000 | -4.2% | 270 | 0.0% | 0.01% | +14.3% |
| Q3 2018 | $24,000 | +9.1% | 270 | 0.0% | 0.01% | -30.0% |
| Q2 2018 | $22,000 | 0.0% | 270 | 0.0% | 0.01% | +42.9% |
| Q1 2018 | $22,000 | – | 270 | – | 0.01% | – |
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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% |