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 | $219,993 | -2.4% | 2,129,240 | +0.2% | 0.46% | -0.4% |
| Q2 2023 | $225,318 | -3.3% | 2,124,239 | -3.8% | 0.46% | -6.3% |
| Q1 2023 | $233,044 | -1.7% | 2,208,954 | +0.9% | 0.49% | -14.2% |
| Q4 2022 | $236,995 | -99.9% | 2,190,148 | +7.9% | 0.57% | +14.7% |
| Q3 2022 | $192,673,000 | +6.7% | 2,030,703 | +14.4% | 0.50% | +5.7% |
| Q2 2022 | $180,499,000 | -7.5% | 1,774,818 | +2.1% | 0.47% | +5.4% |
| Q1 2022 | $195,205,000 | +22.5% | 1,739,021 | +22.3% | 0.45% | +24.2% |
| Q4 2021 | $159,396,000 | +10.1% | 1,421,789 | +1.5% | 0.36% | -1.1% |
| Q3 2021 | $144,716,000 | -0.4% | 1,400,258 | +1.0% | 0.36% | -1.6% |
| Q2 2021 | $145,243,000 | +9.4% | 1,386,307 | +5.6% | 0.37% | -1.6% |
| Q1 2021 | $132,714,000 | +23.6% | 1,312,831 | +11.9% | 0.38% | +16.1% |
| Q4 2020 | $107,375,000 | +14.2% | 1,173,373 | +1.0% | 0.32% | +0.6% |
| Q3 2020 | $94,038,000 | -1.6% | 1,161,969 | -4.2% | 0.32% | -11.1% |
| Q2 2020 | $95,536,000 | +9.6% | 1,212,695 | -1.5% | 0.36% | -11.1% |
| Q1 2020 | $87,137,000 | -27.7% | 1,231,620 | -4.2% | 0.41% | -11.4% |
| Q4 2019 | $120,486,000 | +7.9% | 1,285,736 | +2.2% | 0.46% | -3.8% |
| Q3 2019 | $111,629,000 | +5.9% | 1,258,084 | +4.3% | 0.48% | +2.6% |
| Q2 2019 | $105,384,000 | +2.9% | 1,206,053 | +0.9% | 0.46% | -1.9% |
| Q1 2019 | $102,406,000 | +16.8% | 1,195,496 | +6.4% | 0.47% | +1.5% |
| Q4 2018 | $87,641,000 | -13.8% | 1,123,757 | -3.8% | 0.47% | -4.3% |
| Q3 2018 | $101,709,000 | +5.2% | 1,167,865 | +0.3% | 0.49% | -3.6% |
| Q2 2018 | $96,673,000 | +0.8% | 1,164,033 | +0.1% | 0.50% | -2.9% |
| Q1 2018 | $95,907,000 | -5.2% | 1,162,658 | -1.6% | 0.52% | -6.0% |
| Q4 2017 | $101,207,000 | – | 1,181,914 | – | 0.55% | – |
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% |