VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 856 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $145,578 | -2.6% | 1,409 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $149,453 | -27.6% | 1,409 | -28.0% | 0.07% | -34.5% |
| Q1 2023 | $206,464 | -12.9% | 1,957 | -10.6% | 0.11% | +22.2% |
| Q4 2022 | $236,989 | +42.2% | 2,190 | +24.6% | 0.09% | +32.4% |
| Q3 2022 | $166,708 | +45.7% | 1,757 | +56.2% | 0.07% | +51.1% |
| Q2 2022 | $114,413 | -8.3% | 1,125 | +1.2% | 0.04% | +4.7% |
| Q1 2022 | $124,822 | +5.3% | 1,112 | +5.2% | 0.04% | +7.5% |
| Q4 2021 | $118,500 | +69.6% | 1,057 | +56.4% | 0.04% | +53.8% |
| Q3 2021 | $69,865 | +30.2% | 676 | +32.0% | 0.03% | +30.0% |
| Q2 2021 | $53,642 | +56.1% | 512 | +50.6% | 0.02% | +42.9% |
| Q1 2021 | $34,371 | +15.6% | 340 | +4.6% | 0.01% | +7.7% |
| Q4 2020 | $29,741 | +38.6% | 325 | +22.6% | 0.01% | +30.0% |
| Q3 2020 | $21,451 | +159.3% | 265 | +152.4% | 0.01% | +150.0% |
| Q2 2020 | $8,272 | +11.3% | 105 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $7,429 | -24.5% | 105 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $9,840 | +5.6% | 105 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $9,317 | +1.5% | 105 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $9,175 | +2.0% | 105 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $8,994 | +9.8% | 105 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $8,189 | -10.4% | 105 | 0.0% | 0.01% | -16.7% |
| Q3 2018 | $9,144 | +4.9% | 105 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $8,720 | +0.7% | 105 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $8,661 | – | 105 | – | 0.01% | – |
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% |