VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 856 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,979,301 | -2.6% | 19,157 | 0.0% | 0.76% | -2.9% |
Q2 2023 | $2,031,983 | -19.7% | 19,157 | -20.1% | 0.78% | -33.6% |
Q1 2023 | $2,530,629 | -3.8% | 23,987 | -1.4% | 1.18% | -10.3% |
Q4 2022 | $2,631,559 | +18.4% | 24,319 | +3.8% | 1.31% | -6.1% |
Q3 2022 | $2,222,000 | -9.8% | 23,423 | -3.3% | 1.40% | -2.9% |
Q2 2022 | $2,464,000 | -9.4% | 24,223 | 0.0% | 1.44% | +2.6% |
Q1 2022 | $2,719,000 | +0.1% | 24,223 | 0.0% | 1.41% | +2.4% |
Q4 2021 | $2,716,000 | +8.5% | 24,223 | 0.0% | 1.37% | -3.2% |
Q3 2021 | $2,504,000 | -1.3% | 24,223 | 0.0% | 1.42% | -6.1% |
Q2 2021 | $2,538,000 | +3.7% | 24,223 | 0.0% | 1.51% | -5.1% |
Q1 2021 | $2,448,000 | +10.4% | 24,223 | 0.0% | 1.59% | +2.1% |
Q4 2020 | $2,217,000 | -1.2% | 24,223 | -12.6% | 1.56% | -9.4% |
Q3 2020 | $2,243,000 | +2.7% | 27,719 | 0.0% | 1.72% | -3.8% |
Q2 2020 | $2,184,000 | +11.4% | 27,719 | 0.0% | 1.79% | -6.0% |
Q1 2020 | $1,961,000 | +83.1% | 27,719 | +142.7% | 1.90% | +119.9% |
Q4 2019 | $1,071,000 | +19.0% | 11,422 | +12.6% | 0.86% | +6.8% |
Q3 2019 | $900,000 | -0.8% | 10,142 | -2.4% | 0.81% | -4.6% |
Q2 2019 | $907,000 | +2.3% | 10,387 | +0.3% | 0.85% | +0.4% |
Q1 2019 | $887,000 | +9.5% | 10,357 | -0.3% | 0.85% | -2.9% |
Q4 2018 | $810,000 | – | 10,387 | – | 0.87% | – |
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% |