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 | $3,209,000 | +1.6% | 31,059 | +4.3% | 1.23% | +5.7% |
| Q2 2023 | $3,159,319 | +1.7% | 29,785 | +1.2% | 1.16% | -1.9% |
| Q1 2023 | $3,105,995 | -26.7% | 29,441 | -24.8% | 1.19% | -31.9% |
| Q4 2022 | $4,237,936 | +3.9% | 39,164 | -2.3% | 1.74% | -11.7% |
| Q3 2022 | $4,079,000 | 0.0% | 40,105 | 0.0% | 1.97% | +16.4% |
| Q2 2022 | $4,079,000 | -10.7% | 40,105 | -1.5% | 1.69% | +1.6% |
| Q1 2022 | $4,570,000 | +15.1% | 40,713 | +15.0% | 1.67% | +7.8% |
| Q4 2021 | $3,969,000 | +27.5% | 35,403 | +17.5% | 1.55% | +13.2% |
| Q3 2021 | $3,114,000 | -0.8% | 30,131 | +0.5% | 1.37% | 0.0% |
| Q2 2021 | $3,140,000 | +2.5% | 29,969 | -1.1% | 1.37% | -6.3% |
| Q1 2021 | $3,063,000 | +7.3% | 30,299 | -2.9% | 1.46% | +1.5% |
| Q4 2020 | $2,854,000 | +87.9% | 31,189 | +66.2% | 1.44% | +58.6% |
| Q3 2020 | $1,519,000 | -25.1% | 18,766 | -27.1% | 0.91% | -32.4% |
| Q2 2020 | $2,029,000 | -11.5% | 25,749 | -20.6% | 1.34% | -27.5% |
| Q1 2020 | $2,293,000 | -26.6% | 32,412 | -2.8% | 1.85% | -7.3% |
| Q4 2019 | $3,126,000 | – | 33,362 | – | 1.99% | – |
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% |