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 | $711,611 | -2.2% | 6,887 | +0.4% | 0.33% | +0.9% |
| Q2 2023 | $727,774 | +1.1% | 6,861 | +0.5% | 0.33% | -4.9% |
| Q1 2023 | $720,071 | +11.9% | 6,825 | +14.7% | 0.35% | +5.5% |
| Q4 2022 | $643,583 | +25.7% | 5,948 | +10.3% | 0.33% | +15.4% |
| Q3 2022 | $512,000 | -1.5% | 5,395 | +5.6% | 0.29% | +3.2% |
| Q2 2022 | $520,000 | -7.3% | 5,110 | +2.3% | 0.28% | +7.8% |
| Q1 2022 | $561,000 | +0.5% | 4,996 | +0.4% | 0.26% | +5.8% |
| Q4 2021 | $558,000 | +7.7% | 4,976 | -0.7% | 0.24% | -3.2% |
| Q3 2021 | $518,000 | -1.5% | 5,012 | -0.1% | 0.25% | -1.2% |
| Q2 2021 | $526,000 | -3.5% | 5,019 | -6.9% | 0.25% | -9.6% |
| Q1 2021 | $545,000 | +3.4% | 5,391 | -6.4% | 0.28% | +1.8% |
| Q4 2020 | $527,000 | +12.4% | 5,761 | -0.8% | 0.28% | +1.8% |
| Q3 2020 | $469,000 | +1.1% | 5,807 | -1.6% | 0.27% | -10.0% |
| Q2 2020 | $464,000 | +4.5% | 5,900 | -6.0% | 0.30% | -14.5% |
| Q1 2020 | $444,000 | -25.5% | 6,278 | -1.4% | 0.35% | +5.1% |
| Q4 2019 | $596,000 | +3.8% | 6,364 | -1.6% | 0.34% | -11.8% |
| Q3 2019 | $574,000 | +4.2% | 6,470 | +2.4% | 0.38% | +1.1% |
| Q2 2019 | $551,000 | +1.8% | 6,316 | 0.0% | 0.38% | -3.6% |
| Q1 2019 | $541,000 | +10.4% | 6,316 | +0.5% | 0.39% | -5.1% |
| Q4 2018 | $490,000 | – | 6,287 | – | 0.41% | – |
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% |