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 | $6,488,374 | -6.3% | 62,799 | -3.8% | 0.71% | -3.7% |
| Q2 2023 | $6,924,336 | +1.3% | 65,281 | +0.7% | 0.73% | -4.6% |
| Q1 2023 | $6,838,702 | +3.8% | 64,822 | +6.5% | 0.77% | +2.8% |
| Q4 2022 | $6,586,615 | +18.0% | 60,869 | +3.5% | 0.75% | +0.8% |
| Q3 2022 | $5,582,000 | -3.4% | 58,831 | +3.5% | 0.74% | +1.8% |
| Q2 2022 | $5,779,000 | -5.4% | 56,824 | +4.4% | 0.73% | +9.6% |
| Q1 2022 | $6,112,000 | -7.7% | 54,447 | -7.8% | 0.66% | -3.5% |
| Q4 2021 | $6,620,000 | +10.6% | 59,051 | +2.0% | 0.69% | 0.0% |
| Q3 2021 | $5,983,000 | -7.0% | 57,893 | -5.8% | 0.69% | -11.7% |
| Q2 2021 | $6,436,000 | +1.9% | 61,428 | -1.7% | 0.78% | -5.5% |
| Q1 2021 | $6,317,000 | +10.3% | 62,486 | -0.1% | 0.82% | +2.6% |
| Q4 2020 | $5,725,000 | +4.3% | 62,564 | -7.7% | 0.80% | +2.7% |
| Q3 2020 | $5,487,000 | -1.2% | 67,801 | -3.8% | 0.78% | -21.4% |
| Q2 2020 | $5,554,000 | +27.9% | 70,504 | +14.9% | 1.00% | +1.6% |
| Q1 2020 | $4,343,000 | -36.1% | 61,387 | -17.4% | 0.98% | -17.0% |
| Q4 2019 | $6,792,000 | +23.6% | 74,338 | +23.4% | 1.18% | +20.0% |
| Q3 2019 | $5,495,000 | +6.6% | 60,254 | -0.4% | 0.98% | +3.3% |
| Q2 2019 | $5,156,000 | -2.8% | 60,513 | -2.2% | 0.95% | -4.1% |
| Q1 2019 | $5,302,000 | +17.0% | 61,899 | +13.5% | 0.99% | +7.9% |
| Q4 2018 | $4,531,000 | +3.2% | 54,540 | +7.0% | 0.92% | +19.9% |
| Q3 2018 | $4,392,000 | -2.2% | 50,958 | -5.8% | 0.77% | -9.8% |
| Q2 2018 | $4,492,000 | +0.7% | 54,087 | +0.0% | 0.85% | -11.1% |
| Q1 2018 | $4,461,000 | – | 54,077 | – | 0.96% | – |
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% |