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 | $519,804 | -2.4% | 5,031 | +0.2% | 0.40% | +0.3% |
| Q2 2023 | $532,577 | +0.3% | 5,021 | -0.2% | 0.40% | -14.0% |
| Q1 2023 | $530,771 | -4.4% | 5,031 | -1.9% | 0.46% | -17.4% |
| Q4 2022 | $555,226 | +12.9% | 5,131 | -1.0% | 0.56% | +14.2% |
| Q3 2022 | $492,000 | -6.6% | 5,181 | 0.0% | 0.49% | +4.9% |
| Q2 2022 | $527,000 | -9.5% | 5,181 | 0.0% | 0.47% | +11.9% |
| Q1 2022 | $582,000 | +0.2% | 5,181 | 0.0% | 0.42% | +18.0% |
| Q4 2021 | $581,000 | +10.2% | 5,181 | +1.5% | 0.36% | -0.8% |
| Q3 2021 | $527,000 | -2.9% | 5,104 | -1.4% | 0.36% | -7.0% |
| Q2 2021 | $543,000 | +4.4% | 5,179 | +0.7% | 0.38% | -4.7% |
| Q1 2021 | $520,000 | +10.4% | 5,145 | 0.0% | 0.40% | +2.5% |
| Q4 2020 | $471,000 | +3.5% | 5,145 | -8.5% | 0.39% | -7.9% |
| Q3 2020 | $455,000 | +5.3% | 5,622 | +2.6% | 0.43% | -4.3% |
| Q2 2020 | $432,000 | +11.3% | 5,481 | 0.0% | 0.45% | -18.7% |
| Q1 2020 | $388,000 | -23.9% | 5,481 | +0.8% | 0.55% | +11.3% |
| Q4 2019 | $510,000 | – | 5,438 | – | 0.49% | – |
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% |