VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 736 filers reported holding VANGUARD WHITEHALL FDS in Q3 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $505,958 | -2.6% | 4,897 | 0.0% | 0.21% | +1.4% |
Q2 2023 | $519,425 | +3.2% | 4,897 | +2.6% | 0.21% | -3.7% |
Q1 2023 | $503,446 | +97467.1% | 4,772 | 0.0% | 0.22% | -5.6% |
Q4 2022 | $516 | -99.9% | 4,772 | -1.0% | 0.23% | +2.7% |
Q3 2022 | $458,000 | -9.3% | 4,822 | -3.0% | 0.23% | 0.0% |
Q2 2022 | $505,000 | -11.2% | 4,969 | -1.9% | 0.23% | +0.4% |
Q1 2022 | $569,000 | +0.2% | 5,066 | 0.0% | 0.22% | -3.0% |
Q4 2021 | $568,000 | +3.6% | 5,066 | -4.4% | 0.23% | -2.1% |
Q3 2021 | $548,000 | -4.5% | 5,300 | -3.3% | 0.24% | -6.7% |
Q2 2021 | $574,000 | +16.0% | 5,482 | +11.9% | 0.25% | +5.8% |
Q1 2021 | $495,000 | +10.5% | 4,897 | 0.0% | 0.24% | +3.4% |
Q4 2020 | $448,000 | +17.9% | 4,897 | +4.2% | 0.23% | +7.4% |
Q3 2020 | $380,000 | +55.1% | 4,701 | +50.9% | 0.22% | +35.8% |
Q2 2020 | $245,000 | +28.9% | 3,115 | +16.2% | 0.16% | +6.7% |
Q1 2020 | $190,000 | -24.3% | 2,680 | 0.0% | 0.15% | -8.0% |
Q4 2019 | $251,000 | +5.5% | 2,680 | 0.0% | 0.16% | -4.1% |
Q3 2019 | $238,000 | +6.2% | 2,680 | +4.5% | 0.17% | -3.4% |
Q2 2019 | $224,000 | -11.8% | 2,565 | -13.5% | 0.18% | -15.9% |
Q1 2019 | $254,000 | +10.0% | 2,965 | 0.0% | 0.21% | -1.0% |
Q4 2018 | $231,000 | -10.5% | 2,965 | 0.0% | 0.21% | +3.4% |
Q3 2018 | $258,000 | +253.4% | 2,965 | +238.9% | 0.20% | +232.8% |
Q2 2018 | $73,000 | – | 875 | – | 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% |