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 2019 | $730,000 | +22.5% | 8,208 | +21.3% | 1.49% | +163.9% |
| Q2 2019 | $596,000 | +15.1% | 6,767 | +12.1% | 0.56% | +34.5% |
| Q1 2019 | $518,000 | +10.0% | 6,034 | 0.0% | 0.42% | -9.9% |
| Q4 2018 | $471,000 | +1.7% | 6,034 | +13.3% | 0.47% | +17.4% |
| Q3 2018 | $463,000 | +25.5% | 5,326 | +19.4% | 0.40% | +1.3% |
| Q2 2018 | $369,000 | -0.3% | 4,461 | -0.7% | 0.39% | +9.8% |
| Q1 2018 | $370,000 | +56.1% | 4,493 | +64.4% | 0.36% | +66.8% |
| Q4 2017 | $237,000 | – | 2,733 | – | 0.21% | – |
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% |