VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $160,646,657 | -1.3% | 1,554,846 | +1.3% | 10.42% | +11.4% |
| Q2 2023 | $162,791,312 | -2.6% | 1,534,754 | -3.2% | 9.35% | -9.3% |
| Q1 2023 | $167,194,113 | +0.4% | 1,584,778 | +2.9% | 10.30% | -11.4% |
| Q4 2022 | $166,580,077 | +24.4% | 1,539,415 | +9.1% | 11.63% | +5.6% |
| Q3 2022 | $133,926,000 | -1.9% | 1,411,525 | +5.2% | 11.02% | -6.6% |
| Q2 2022 | $136,470,000 | -13.0% | 1,341,889 | -3.9% | 11.80% | +9.8% |
| Q1 2022 | $156,779,000 | +11.3% | 1,396,695 | +11.1% | 10.74% | +7.5% |
| Q4 2021 | $140,915,000 | +13.3% | 1,256,935 | +4.4% | 9.99% | +1.0% |
| Q3 2021 | $124,417,000 | -0.2% | 1,203,838 | +1.2% | 9.90% | -0.6% |
| Q2 2021 | $124,661,000 | +1.6% | 1,189,852 | -2.0% | 9.96% | -3.1% |
| Q1 2021 | $122,716,000 | +18.6% | 1,213,933 | +7.4% | 10.27% | +17.9% |
| Q4 2020 | $103,479,000 | +12.3% | 1,130,790 | -0.7% | 8.71% | -5.3% |
| Q3 2020 | $92,147,000 | +1.2% | 1,138,605 | -1.5% | 9.20% | -3.4% |
| Q2 2020 | $91,091,000 | +13.2% | 1,156,265 | +1.6% | 9.53% | -0.8% |
| Q1 2020 | $80,490,000 | -12.3% | 1,137,667 | +16.2% | 9.60% | +7.6% |
| Q4 2019 | $91,783,000 | +0.8% | 979,436 | -4.5% | 8.93% | -3.0% |
| Q3 2019 | $91,010,000 | -10.5% | 1,025,699 | -11.8% | 9.20% | -5.7% |
| Q2 2019 | $101,637,000 | +4.0% | 1,163,165 | +1.9% | 9.76% | +1.4% |
| Q1 2019 | $97,746,000 | +1.1% | 1,141,089 | -8.0% | 9.63% | -8.3% |
| Q4 2018 | $96,687,000 | – | 1,239,740 | – | 10.49% | – |
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% |