VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $438,150 | +7.8% | 4,241 | +10.7% | 0.26% | +11.5% |
| Q2 2023 | $406,421 | -0.7% | 3,832 | -1.3% | 0.24% | -5.6% |
| Q1 2023 | $409,463 | +29.1% | 3,881 | +32.4% | 0.25% | +29.0% |
| Q4 2022 | $317,213 | +26.4% | 2,931 | +10.8% | 0.19% | +10.3% |
| Q3 2022 | $251,000 | -7.7% | 2,645 | -1.0% | 0.18% | -3.3% |
| Q2 2022 | $272,000 | -9.3% | 2,673 | 0.0% | 0.18% | +1.7% |
| Q1 2022 | $300,000 | 0.0% | 2,673 | 0.0% | 0.18% | +7.2% |
| Q4 2021 | $300,000 | +8.7% | 2,673 | 0.0% | 0.17% | -0.6% |
| Q3 2021 | $276,000 | -5.2% | 2,673 | -3.8% | 0.17% | -4.6% |
| Q2 2021 | $291,000 | +2.8% | 2,780 | -0.8% | 0.18% | -3.8% |
| Q1 2021 | $283,000 | +10.5% | 2,803 | 0.0% | 0.18% | +4.0% |
| Q4 2020 | $256,000 | +12.8% | 2,803 | 0.0% | 0.18% | -1.1% |
| Q3 2020 | $227,000 | +2.7% | 2,803 | 0.0% | 0.18% | -4.8% |
| Q2 2020 | $221,000 | -49.1% | 2,803 | -39.5% | 0.19% | -46.9% |
| Q4 2019 | $434,000 | +5.6% | 4,631 | 0.0% | 0.35% | -1.7% |
| Q3 2019 | $411,000 | – | 4,631 | – | 0.36% | – |
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% |