VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $802,854 | +0.4% | 7,771 | +3.1% | 0.12% | +4.3% |
| Q2 2023 | $799,509 | -0.1% | 7,538 | -0.7% | 0.12% | -2.5% |
| Q1 2023 | $800,488 | -2.5% | 7,588 | 0.0% | 0.12% | -8.4% |
| Q4 2022 | $821,050 | -0.8% | 7,588 | -13.0% | 0.13% | -13.8% |
| Q3 2022 | $828,000 | +7.3% | 8,724 | +15.0% | 0.15% | +12.6% |
| Q2 2022 | $772,000 | -12.8% | 7,588 | -3.8% | 0.14% | 0.0% |
| Q1 2022 | $885,000 | +0.1% | 7,888 | 0.0% | 0.14% | +1.5% |
| Q4 2021 | $884,000 | +5.7% | 7,888 | -2.5% | 0.13% | -2.9% |
| Q3 2021 | $836,000 | -1.1% | 8,088 | +0.3% | 0.14% | -2.1% |
| Q2 2021 | $845,000 | +3.9% | 8,067 | +0.2% | 0.14% | -7.3% |
| Q1 2021 | $813,000 | +10.6% | 8,047 | +0.2% | 0.15% | +1.3% |
| Q4 2020 | $735,000 | +12.0% | 8,028 | -1.0% | 0.15% | -3.9% |
| Q3 2020 | $656,000 | +3.0% | 8,110 | +0.3% | 0.16% | -8.3% |
| Q2 2020 | $637,000 | +11.8% | 8,085 | +0.4% | 0.17% | -12.4% |
| Q1 2020 | $570,000 | -24.3% | 8,055 | +0.3% | 0.19% | +9.0% |
| Q4 2019 | $753,000 | +134.6% | 8,033 | +122.0% | 0.18% | +115.9% |
| Q3 2019 | $321,000 | +11.8% | 3,618 | +10.3% | 0.08% | +10.8% |
| Q2 2019 | $287,000 | +2.9% | 3,280 | +0.6% | 0.07% | 0.0% |
| Q1 2019 | $279,000 | -15.7% | 3,261 | -23.1% | 0.07% | -25.3% |
| Q4 2018 | $331,000 | -9.1% | 4,241 | +1.5% | 0.10% | +8.8% |
| Q3 2018 | $364,000 | – | 4,179 | – | 0.09% | – |
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% |