VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $136,239,852 | -1.1% | 1,318,595 | +1.6% | 0.19% | +2.1% |
Q2 2023 | $137,717,096 | -3.3% | 1,298,321 | -3.8% | 0.19% | -7.8% |
Q1 2023 | $142,368,419 | +9.5% | 1,349,431 | +12.3% | 0.20% | +4.6% |
Q4 2022 | $130,065,707 | +17.2% | 1,201,970 | +2.7% | 0.20% | +7.1% |
Q3 2022 | $111,019,000 | -9.0% | 1,170,100 | -2.5% | 0.18% | -4.7% |
Q2 2022 | $121,994,000 | -0.1% | 1,199,559 | +10.3% | 0.19% | +14.4% |
Q1 2022 | $122,089,000 | +5.2% | 1,087,654 | +5.1% | 0.17% | +9.2% |
Q4 2021 | $116,056,000 | +7.6% | 1,035,202 | -0.8% | 0.15% | -3.2% |
Q3 2021 | $107,856,000 | -1.6% | 1,043,590 | -0.2% | 0.16% | -3.7% |
Q2 2021 | $109,590,000 | +2.4% | 1,046,004 | -1.2% | 0.16% | -6.8% |
Q1 2021 | $106,983,000 | +16.3% | 1,058,310 | +5.2% | 0.18% | +7.3% |
Q4 2020 | $92,020,000 | +20.6% | 1,005,559 | +6.6% | 0.16% | +4.5% |
Q3 2020 | $76,310,000 | -5.8% | 942,911 | -8.3% | 0.16% | -15.6% |
Q2 2020 | $80,981,000 | -4.8% | 1,027,930 | -14.5% | 0.19% | -20.9% |
Q1 2020 | $85,024,000 | -23.5% | 1,201,771 | +1.2% | 0.24% | +1.3% |
Q4 2019 | $111,211,000 | +9.5% | 1,187,185 | +3.7% | 0.23% | -10.4% |
Q3 2019 | $101,588,000 | +20.6% | 1,144,796 | +18.7% | 0.26% | +19.4% |
Q2 2019 | $84,249,000 | +10.3% | 964,169 | +8.2% | 0.22% | +0.5% |
Q1 2019 | $76,376,000 | -1.7% | 891,504 | -10.5% | 0.22% | -13.9% |
Q4 2018 | $77,690,000 | -3.4% | 996,243 | +7.8% | 0.25% | +9.1% |
Q3 2018 | $80,436,000 | +18.8% | 923,780 | +13.2% | 0.23% | +10.6% |
Q2 2018 | $67,732,000 | +7.7% | 815,963 | +7.0% | 0.21% | +5.1% |
Q1 2018 | $62,888,000 | -4.9% | 762,532 | -1.3% | 0.20% | -5.7% |
Q4 2017 | $66,144,000 | +75.9% | 772,270 | +66.4% | 0.21% | +60.3% |
Q3 2017 | $37,607,000 | +1.7% | 464,027 | -1.9% | 0.13% | -4.4% |
Q2 2017 | $36,993,000 | +1.0% | 473,222 | +0.3% | 0.14% | -3.5% |
Q1 2017 | $36,620,000 | +13.2% | 471,599 | +10.6% | 0.14% | +3.6% |
Q4 2016 | $32,336,000 | +8.7% | 426,486 | +3.4% | 0.14% | +2.2% |
Q3 2016 | $29,755,000 | -0.6% | 412,388 | -1.6% | 0.13% | -2.9% |
Q2 2016 | $29,937,000 | +4.7% | 418,910 | +1.1% | 0.14% | -9.2% |
Q1 2016 | $28,597,000 | +50.8% | 414,225 | +45.8% | 0.15% | +53.5% |
Q4 2015 | $18,964,000 | +110.0% | 284,082 | +97.1% | 0.10% | +94.1% |
Q3 2015 | $9,030,000 | -33.6% | 144,131 | -28.6% | 0.05% | +41.7% |
Q2 2015 | $13,598,000 | +102.9% | 201,980 | +105.8% | 0.04% | -2.7% |
Q1 2015 | $6,702,000 | +69.8% | 98,135 | +70.9% | 0.04% | +68.2% |
Q4 2014 | $3,948,000 | +15.4% | 57,417 | +11.5% | 0.02% | -26.7% |
Q3 2014 | $3,420,000 | -10.1% | 51,494 | -10.2% | 0.03% | -11.8% |
Q2 2014 | $3,804,000 | +6.9% | 57,369 | +1.7% | 0.03% | 0.0% |
Q1 2014 | $3,560,000 | – | 56,396 | – | 0.03% | – |
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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% |