VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 444 filers reported holding VANGUARD WHITEHALL FDS in Q1 2016. The put-call ratio across all filers is 0.42 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,566 | +13.9% | 53,758 | +16.2% | 0.01% | +18.2% |
Q2 2023 | $4,888 | +67.3% | 46,245 | +66.7% | 0.01% | +57.1% |
Q1 2023 | $2,922 | -34.7% | 27,742 | -32.9% | 0.01% | -41.7% |
Q4 2022 | $4,478 | -100.0% | 41,345 | -76.9% | 0.01% | -74.5% |
Q3 2022 | $16,988,000 | +7.1% | 178,777 | +14.6% | 0.05% | +11.9% |
Q2 2022 | $15,866,000 | -13.0% | 156,001 | -4.0% | 0.04% | +16.7% |
Q1 2022 | $18,242,000 | +220.4% | 162,515 | +199.0% | 0.04% | +227.3% |
Q4 2021 | $5,694,000 | +9.3% | 54,348 | +7.9% | 0.01% | 0.0% |
Q3 2021 | $5,208,000 | -8.5% | 50,354 | -7.3% | 0.01% | -8.3% |
Q2 2021 | $5,694,000 | -40.4% | 54,348 | -42.5% | 0.01% | -42.9% |
Q1 2021 | $9,553,000 | +37.1% | 94,507 | +24.1% | 0.02% | +31.2% |
Q4 2020 | $6,968,000 | +116.9% | 76,158 | +91.9% | 0.02% | +77.8% |
Q3 2020 | $3,212,000 | +205.3% | 39,685 | +177.9% | 0.01% | +200.0% |
Q2 2020 | $1,052,000 | -56.4% | 14,282 | -58.1% | 0.00% | -66.7% |
Q1 2020 | $2,411,000 | -30.3% | 34,074 | -7.6% | 0.01% | -10.0% |
Q4 2019 | $3,457,000 | +22.6% | 36,884 | +16.0% | 0.01% | +11.1% |
Q3 2019 | $2,820,000 | -36.8% | 31,785 | -37.7% | 0.01% | -35.7% |
Q2 2019 | $4,459,000 | +5.1% | 51,042 | +3.1% | 0.01% | +7.7% |
Q1 2019 | $4,241,000 | +117.5% | 49,509 | +98.0% | 0.01% | +85.7% |
Q4 2018 | $1,950,000 | -10.4% | 25,000 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $2,177,000 | +4.9% | 25,000 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $2,076,000 | +0.7% | 25,000 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $2,062,000 | -3.7% | 25,000 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $2,141,000 | +0.3% | 25,000 | -5.1% | 0.01% | -12.5% |
Q3 2017 | $2,135,000 | +9.3% | 26,330 | +5.3% | 0.01% | 0.0% |
Q2 2017 | $1,954,000 | +0.7% | 25,000 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $1,941,000 | +2.5% | 25,000 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $1,894,000 | +5.0% | 25,000 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $1,804,000 | +0.4% | 25,000 | -0.6% | 0.01% | -11.1% |
Q2 2016 | $1,797,000 | +3.5% | 25,148 | 0.0% | 0.01% | +12.5% |
Q1 2016 | $1,736,000 | +4.0% | 25,148 | +0.6% | 0.01% | 0.0% |
Q4 2015 | $1,669,000 | +6.6% | 25,000 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $1,566,000 | -7.0% | 25,000 | 0.0% | 0.01% | -11.1% |
Q2 2015 | $1,683,000 | -1.5% | 25,000 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $1,708,000 | -0.6% | 25,000 | 0.0% | 0.01% | -10.0% |
Q4 2014 | $1,719,000 | +3.6% | 25,000 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $1,660,000 | +0.1% | 25,000 | 0.0% | 0.01% | +11.1% |
Q2 2014 | $1,658,000 | +5.1% | 25,000 | 0.0% | 0.01% | -10.0% |
Q1 2014 | $1,578,000 | +1.3% | 25,000 | 0.0% | 0.01% | +11.1% |
Q4 2013 | $1,558,000 | +8.4% | 25,000 | 0.0% | 0.01% | 0.0% |
Q3 2013 | $1,437,000 | +2.0% | 25,000 | 0.0% | 0.01% | 0.0% |
Q2 2013 | $1,409,000 | – | 25,000 | – | 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% |