VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,868,119 | -7.3% | 18,081 | -4.8% | 0.63% | -6.4% |
| Q2 2023 | $2,014,470 | -4.9% | 18,992 | -5.4% | 0.67% | -8.9% |
| Q1 2023 | $2,117,275 | -4.5% | 20,069 | -2.0% | 0.74% | -5.3% |
| Q4 2022 | $2,216,562 | +20.3% | 20,484 | +5.5% | 0.78% | +6.6% |
| Q3 2022 | $1,843,000 | -6.2% | 19,424 | +0.6% | 0.73% | -2.5% |
| Q2 2022 | $1,964,000 | -9.2% | 19,315 | +0.2% | 0.75% | +4.9% |
| Q1 2022 | $2,164,000 | +28.7% | 19,280 | +28.6% | 0.72% | +25.6% |
| Q4 2021 | $1,682,000 | +30.0% | 14,998 | +24.7% | 0.57% | +21.0% |
| Q3 2021 | $1,294,000 | +2.4% | 12,029 | +1.6% | 0.47% | -3.7% |
| Q2 2021 | $1,264,000 | +33.9% | 11,837 | +19.3% | 0.49% | +18.4% |
| Q1 2021 | $944,000 | +9.6% | 9,926 | +5.5% | 0.41% | +7.6% |
| Q4 2020 | $861,000 | +2.5% | 9,405 | -9.5% | 0.38% | -6.6% |
| Q3 2020 | $840,000 | +9.1% | 10,387 | +6.2% | 0.41% | -10.1% |
| Q2 2020 | $770,000 | +16.0% | 9,778 | +4.2% | 0.46% | -3.4% |
| Q1 2020 | $664,000 | -4.0% | 9,385 | +27.0% | 0.47% | +34.0% |
| Q4 2019 | $692,000 | -13.4% | 7,387 | -18.0% | 0.35% | -16.5% |
| Q3 2019 | $799,000 | +9.5% | 9,012 | +7.8% | 0.42% | +64.6% |
| Q2 2019 | $730,000 | +284.2% | 8,363 | +277.6% | 0.26% | +138.0% |
| Q1 2019 | $190,000 | +8.6% | 2,215 | -1.6% | 0.11% | -1.8% |
| Q4 2018 | $175,000 | – | 2,250 | – | 0.11% | – |
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% |