VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $296,765 | -9.5% | 2,872 | -7.1% | 0.12% | -7.9% |
Q2 2023 | $327,787 | +0.5% | 3,090 | 0.0% | 0.13% | -1.6% |
Q1 2023 | $326,025 | -7.6% | 3,090 | -5.3% | 0.13% | -11.0% |
Q4 2022 | $353,012 | +14.0% | 3,262 | 0.0% | 0.14% | +7.4% |
Q3 2022 | $309,526 | -6.7% | 3,262 | 0.0% | 0.14% | -5.6% |
Q2 2022 | $331,775 | -9.4% | 3,262 | 0.0% | 0.14% | +2.1% |
Q1 2022 | $366,192 | +0.1% | 3,262 | 0.0% | 0.14% | +2.9% |
Q4 2021 | $365,735 | +21.6% | 3,262 | +12.1% | 0.14% | +17.2% |
Q3 2021 | $300,882 | -1.4% | 2,911 | 0.0% | 0.12% | -12.8% |
Q2 2021 | $305,016 | +3.6% | 2,911 | 0.0% | 0.13% | -5.7% |
Q1 2021 | $294,302 | +10.5% | 2,911 | 0.0% | 0.14% | +6.8% |
Q4 2020 | $266,412 | +13.1% | 2,911 | 0.0% | 0.13% | +1.5% |
Q3 2020 | $235,610 | +2.7% | 2,911 | 0.0% | 0.13% | -4.4% |
Q2 2020 | $229,351 | +11.4% | 2,911 | 0.0% | 0.14% | -15.0% |
Q1 2020 | $205,973 | -24.5% | 2,911 | 0.0% | 0.16% | -24.9% |
Q4 2019 | $272,816 | +5.6% | 2,911 | 0.0% | 0.21% | -1.8% |
Q3 2019 | $258,318 | +1.5% | 2,911 | 0.0% | 0.22% | +0.5% |
Q2 2019 | $254,388 | +2.0% | 2,911 | 0.0% | 0.22% | -3.6% |
Q1 2019 | $249,381 | +9.8% | 2,911 | 0.0% | 0.22% | +1.8% |
Q4 2018 | $227,051 | – | 2,911 | – | 0.22% | – |
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% |