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 2023 | $83,459 | -15.1% | 808 | -12.8% | 0.04% | -12.2% |
| Q2 2023 | $98,312 | +1.3% | 927 | +0.8% | 0.05% | -5.8% |
| Q1 2023 | $97,085 | +13.6% | 920 | +16.5% | 0.05% | +8.3% |
| Q4 2022 | $85,450 | +15.5% | 790 | +0.9% | 0.05% | +2.1% |
| Q3 2022 | $74,000 | -6.3% | 783 | +0.8% | 0.05% | +2.2% |
| Q2 2022 | $79,000 | -8.1% | 777 | +1.4% | 0.05% | +7.0% |
| Q4 2021 | $86,000 | -5.5% | 766 | -12.6% | 0.04% | -14.0% |
| Q3 2021 | $91,000 | 0.0% | 876 | +0.7% | 0.05% | 0.0% |
| Q2 2021 | $91,000 | +4.6% | 870 | +0.7% | 0.05% | +2.0% |
| Q1 2021 | $87,000 | +13.0% | 864 | +1.8% | 0.05% | -7.5% |
| Q4 2020 | $77,000 | -4.9% | 849 | -17.9% | 0.05% | -36.1% |
| Q2 2020 | $81,000 | -54.2% | 1,034 | -58.9% | 0.08% | -63.1% |
| Q1 2020 | $177,000 | -80.9% | 2,514 | -74.6% | 0.22% | -65.0% |
| Q4 2019 | $928,000 | 0.0% | 9,897 | -5.3% | 0.64% | +6.5% |
| Q3 2019 | $928,000 | +1.6% | 10,455 | +0.0% | 0.60% | -1.6% |
| Q2 2019 | $913,000 | -4.6% | 10,453 | -6.4% | 0.61% | -16.5% |
| Q1 2019 | $957,000 | -80.1% | 11,171 | -79.8% | 0.74% | -68.2% |
| Q3 2018 | $4,812,000 | +2.5% | 55,250 | -2.3% | 2.31% | -21.5% |
| Q2 2018 | $4,695,000 | – | 56,527 | – | 2.95% | – |
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% |