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 | $456,464 | +9.1% | 4,418 | +12.0% | 0.26% | +16.4% |
| Q2 2023 | $418,509 | -1.8% | 3,946 | -2.3% | 0.22% | -10.4% |
| Q1 2023 | $426,028 | -2.1% | 4,038 | +0.4% | 0.25% | -10.7% |
| Q4 2022 | $434,986 | +24.6% | 4,020 | +9.4% | 0.28% | +10.2% |
| Q3 2022 | $349,000 | -34.4% | 3,673 | -29.8% | 0.26% | -31.3% |
| Q2 2022 | $532,000 | -10.0% | 5,229 | -0.8% | 0.37% | +5.7% |
| Q1 2022 | $591,000 | +3.3% | 5,269 | +3.3% | 0.35% | +19.4% |
| Q4 2021 | $572,000 | +11.9% | 5,099 | +3.0% | 0.29% | +13.1% |
| Q3 2021 | $511,000 | -7.6% | 4,949 | -6.3% | 0.26% | -9.1% |
| Q2 2021 | $553,000 | -1.8% | 5,283 | -5.1% | 0.29% | -6.5% |
| Q1 2021 | $563,000 | -1.7% | 5,567 | -11.1% | 0.31% | -20.9% |
| Q4 2020 | $573,000 | +11.5% | 6,263 | -4.2% | 0.39% | -10.4% |
| Q3 2020 | $514,000 | 0.0% | 6,537 | 0.0% | 0.43% | 0.0% |
| Q2 2020 | $514,000 | -43.1% | 6,537 | -48.9% | 0.43% | -49.9% |
| Q1 2020 | $904,000 | -57.3% | 12,788 | -43.4% | 0.86% | -59.3% |
| Q4 2019 | $2,117,000 | – | 22,598 | – | 2.12% | – |
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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% |