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 2021 | $279,000 | +0.4% | 2,700 | +1.7% | 0.17% | +5.0% |
| Q2 2021 | $278,000 | +3.7% | 2,655 | 0.0% | 0.16% | -3.0% |
| Q1 2021 | $268,000 | +24.7% | 2,655 | 0.0% | 0.17% | +3.1% |
| Q4 2020 | $215,000 | 0.0% | 2,655 | 0.0% | 0.16% | +0.6% |
| Q3 2020 | $215,000 | +2.9% | 2,655 | 0.0% | 0.16% | -16.2% |
| Q2 2020 | $209,000 | -15.4% | 2,655 | -16.6% | 0.19% | -17.7% |
| Q1 2020 | $247,000 | -46.8% | 3,182 | -36.2% | 0.23% | -31.2% |
| Q4 2019 | $464,000 | -1.1% | 4,991 | -5.6% | 0.34% | -21.1% |
| Q3 2019 | $469,000 | -20.2% | 5,289 | -20.9% | 0.43% | -21.1% |
| Q2 2019 | $588,000 | -8.1% | 6,687 | -9.6% | 0.54% | -16.0% |
| Q1 2019 | $640,000 | +14.5% | 7,398 | +5.8% | 0.64% | -16.0% |
| Q4 2018 | $559,000 | -7.6% | 6,995 | -3.7% | 0.77% | -0.6% |
| Q3 2018 | $605,000 | -35.1% | 7,262 | -35.3% | 0.77% | -28.5% |
| Q2 2018 | $932,000 | -23.5% | 11,226 | -24.0% | 1.08% | +13.2% |
| Q1 2018 | $1,218,000 | -10.5% | 14,765 | -3.3% | 0.95% | -2.2% |
| Q4 2017 | $1,361,000 | – | 15,262 | – | 0.97% | – |
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% |