VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 690 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,220,825 | -3.7% | 476,392 | -1.1% | 2.83% | +0.6% |
| Q2 2023 | $51,116,619 | -1.1% | 481,914 | -1.6% | 2.81% | -6.2% |
| Q1 2023 | $51,666,214 | -1.3% | 489,727 | +1.2% | 3.00% | -6.4% |
| Q4 2022 | $52,359,466 | +4.4% | 483,869 | -8.5% | 3.20% | -6.1% |
| Q3 2022 | $50,147,000 | -14.9% | 528,536 | -8.8% | 3.41% | -9.1% |
| Q2 2022 | $58,907,000 | -10.5% | 579,220 | -1.2% | 3.75% | +4.0% |
| Q1 2022 | $65,817,000 | -2.8% | 586,345 | -3.0% | 3.61% | +2.7% |
| Q4 2021 | $67,737,000 | +10.3% | 604,205 | +1.7% | 3.51% | +2.4% |
| Q3 2021 | $61,416,000 | +0.2% | 594,253 | +1.6% | 3.43% | -0.1% |
| Q2 2021 | $61,275,000 | +58.0% | 584,852 | +52.5% | 3.43% | +47.7% |
| Q1 2021 | $38,774,000 | +28.4% | 383,564 | +16.2% | 2.32% | +19.4% |
| Q4 2020 | $30,202,000 | +113.8% | 330,035 | +89.1% | 1.94% | +89.9% |
| Q3 2020 | $14,125,000 | +30.8% | 174,539 | +27.4% | 1.02% | +24.7% |
| Q2 2020 | $10,795,000 | +6.9% | 137,032 | -4.0% | 0.82% | -6.9% |
| Q1 2020 | $10,096,000 | -10.8% | 142,700 | +18.1% | 0.88% | +13.5% |
| Q4 2019 | $11,322,000 | +8.7% | 120,819 | +3.0% | 0.78% | +0.9% |
| Q3 2019 | $10,412,000 | +0.0% | 117,341 | -1.5% | 0.77% | -0.6% |
| Q2 2019 | $10,407,000 | +72.4% | 119,104 | +69.0% | 0.78% | +68.5% |
| Q1 2019 | $6,036,000 | +10.5% | 70,463 | +0.6% | 0.46% | -2.5% |
| Q4 2018 | $5,462,000 | +7.4% | 70,034 | +19.9% | 0.47% | +20.4% |
| Q3 2018 | $5,087,000 | +11.7% | 58,412 | +6.5% | 0.39% | +4.0% |
| Q2 2018 | $4,553,000 | +15.2% | 54,828 | +14.4% | 0.38% | +13.9% |
| Q1 2018 | $3,953,000 | +12.6% | 47,919 | +16.9% | 0.33% | +15.3% |
| Q4 2017 | $3,511,000 | +34.1% | 40,998 | +27.0% | 0.29% | +29.9% |
| Q3 2017 | $2,618,000 | +150.8% | 32,292 | +141.8% | 0.22% | +142.9% |
| Q2 2017 | $1,044,000 | – | 13,354 | – | 0.09% | – |
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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% |