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 | $761,334 | -12.2% | 7,369 | -9.9% | 0.05% | -7.5% |
| Q2 2023 | $867,293 | -2.1% | 8,177 | -2.6% | 0.05% | -7.0% |
| Q1 2023 | $885,802 | -2.4% | 8,396 | +0.1% | 0.06% | -10.9% |
| Q4 2022 | $907,388 | +112899.8% | 8,385 | -0.9% | 0.06% | +1.6% |
| Q3 2022 | $803 | -19.9% | 8,465 | -14.1% | 0.06% | -20.3% |
| Q2 2022 | $1,002 | -8.5% | 9,853 | +1.0% | 0.08% | +6.8% |
| Q1 2022 | $1,095 | +37.2% | 9,751 | +37.0% | 0.07% | +19.4% |
| Q4 2021 | $798 | +13.7% | 7,116 | +4.7% | 0.06% | -10.1% |
| Q3 2021 | $702 | +12.0% | 6,794 | +13.6% | 0.07% | -6.8% |
| Q2 2021 | $627 | +4.3% | 5,981 | +0.6% | 0.07% | -20.4% |
| Q1 2021 | $601 | +7.1% | 5,943 | -3.1% | 0.09% | -17.0% |
| Q4 2020 | $561 | +17.4% | 6,133 | +3.8% | 0.11% | -1.8% |
| Q3 2020 | $478 | -99.9% | 5,908 | -4.8% | 0.11% | -8.1% |
| Q2 2020 | $489,000 | +24.4% | 6,206 | +11.9% | 0.12% | +22.8% |
| Q1 2020 | $393,000 | +19.8% | 5,548 | +58.7% | 0.10% | +26.2% |
| Q4 2019 | $328,000 | +3.5% | 3,496 | -2.2% | 0.08% | -1.2% |
| Q3 2019 | $317,000 | -55.4% | 3,575 | -56.1% | 0.08% | -62.7% |
| Q2 2019 | $711,000 | -8.7% | 8,135 | -10.5% | 0.22% | -24.1% |
| Q1 2019 | $779,000 | +1.6% | 9,094 | -7.6% | 0.29% | -36.0% |
| Q4 2018 | $767,000 | – | 9,838 | – | 0.45% | – |
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% |