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 | $299,430 | -6.5% | 3,000 | 0.0% | 0.11% | +3.6% |
| Q2 2023 | $320,130 | -0.1% | 3,000 | 0.0% | 0.11% | -12.0% |
| Q1 2023 | $320,520 | -1.3% | 3,000 | 0.0% | 0.12% | -10.7% |
| Q4 2022 | $324,630 | -39.2% | 3,000 | -41.1% | 0.14% | -10.8% |
| Q2 2021 | $534,000 | -77.6% | 5,095 | -80.0% | 0.16% | -94.2% |
| Q4 2019 | $2,386,000 | +5.6% | 25,464 | 0.0% | 2.71% | -1.3% |
| Q3 2019 | $2,260,000 | -0.3% | 25,464 | -1.8% | 2.74% | +9.2% |
| Q2 2019 | $2,266,000 | +21.0% | 25,935 | +18.7% | 2.51% | +44.4% |
| Q1 2019 | $1,872,000 | +4.3% | 21,855 | -4.9% | 1.74% | -22.0% |
| Q4 2018 | $1,795,000 | – | 22,985 | – | 2.23% | – |
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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% |