VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 843 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $15,004,000 | -9.6% | 190,454 | -18.8% | 3.52% | -50.7% |
| Q1 2020 | $16,592,000 | -24.2% | 234,514 | +0.4% | 7.13% | +22.5% |
| Q4 2019 | $21,885,000 | +8.6% | 233,535 | +2.9% | 5.82% | -8.5% |
| Q3 2019 | $20,145,000 | +3.9% | 227,034 | +2.3% | 6.36% | -10.4% |
| Q2 2019 | $19,398,000 | +6.5% | 221,992 | +6.6% | 7.09% | +13.2% |
| Q1 2019 | $18,220,000 | +8.0% | 208,248 | -3.8% | 6.27% | +7.2% |
| Q4 2018 | $16,877,000 | -10.6% | 216,400 | -0.1% | 5.84% | +4.8% |
| Q3 2018 | $18,869,000 | – | 216,657 | – | 5.58% | – |
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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% |