VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 564 filers reported holding VANGUARD WHITEHALL FDS in Q1 2017. The put-call ratio across all filers is 0.64 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,193 | -9.8% | 11,547 | -7.4% | 0.21% | -6.3% |
Q2 2023 | $1,323 | -0.5% | 12,469 | +0.7% | 0.22% | -5.1% |
Q1 2023 | $1,329 | -3.4% | 12,382 | -0.2% | 0.23% | -5.3% |
Q4 2022 | $1,376 | -99.9% | 12,409 | +0.2% | 0.25% | -4.6% |
Q3 2022 | $1,244,000 | -4.5% | 12,387 | -2.3% | 0.26% | -5.8% |
Q2 2022 | $1,302,000 | -8.4% | 12,679 | +0.1% | 0.28% | +1.1% |
Q1 2022 | $1,422,000 | -1.5% | 12,671 | -1.7% | 0.27% | +2.3% |
Q4 2021 | $1,444,000 | +10.1% | 12,884 | +1.5% | 0.27% | +12.2% |
Q3 2021 | $1,312,000 | -1.6% | 12,693 | -0.2% | 0.24% | -2.5% |
Q2 2021 | $1,333,000 | +3.3% | 12,721 | -0.3% | 0.24% | -3.6% |
Q1 2021 | $1,290,000 | +10.2% | 12,764 | -0.2% | 0.25% | +2.4% |
Q4 2020 | $1,171,000 | +14.5% | 12,793 | +1.2% | 0.25% | +5.1% |
Q3 2020 | $1,023,000 | +2.8% | 12,638 | +0.1% | 0.23% | +2.2% |
Q2 2020 | $995,000 | +8.6% | 12,631 | -2.4% | 0.23% | -9.5% |
Q1 2020 | $916,000 | -23.4% | 12,944 | +1.4% | 0.25% | -15.4% |
Q4 2019 | $1,196,000 | +15.3% | 12,768 | +9.3% | 0.30% | +5.3% |
Q3 2019 | $1,037,000 | +7.9% | 11,686 | +6.2% | 0.28% | +7.6% |
Q2 2019 | $961,000 | +2.0% | 11,002 | 0.0% | 0.26% | -2.2% |
Q1 2019 | $942,000 | +12.5% | 11,002 | +2.5% | 0.27% | -0.7% |
Q4 2018 | $837,000 | -23.8% | 10,731 | -14.9% | 0.27% | -28.6% |
Q3 2018 | $1,098,000 | +4.9% | 12,610 | 0.0% | 0.38% | -4.8% |
Q2 2018 | $1,047,000 | +22.0% | 12,610 | +21.3% | 0.40% | +25.4% |
Q1 2018 | $858,000 | -5.2% | 10,396 | -1.6% | 0.32% | +1.3% |
Q4 2017 | $905,000 | +5.7% | 10,564 | 0.0% | 0.32% | +7.9% |
Q3 2017 | $856,000 | +3.6% | 10,564 | 0.0% | 0.29% | -1.7% |
Q2 2017 | $826,000 | +0.2% | 10,564 | -0.5% | 0.30% | -5.4% |
Q1 2017 | $824,000 | -0.4% | 10,614 | -2.7% | 0.31% | -17.4% |
Q4 2016 | $827,000 | +5.1% | 10,914 | 0.0% | 0.38% | -6.6% |
Q3 2016 | $787,000 | +8.3% | 10,914 | +7.3% | 0.41% | +7.7% |
Q2 2016 | $727,000 | +3.6% | 10,169 | 0.0% | 0.38% | +0.5% |
Q1 2016 | $702,000 | +5.1% | 10,169 | +1.7% | 0.38% | -4.6% |
Q4 2015 | $668,000 | +6.5% | 10,001 | 0.0% | 0.39% | +3.7% |
Q3 2015 | $627,000 | -6.8% | 10,001 | 0.0% | 0.38% | 0.0% |
Q2 2015 | $673,000 | +6.2% | 10,001 | -1.6% | 0.38% | -20.5% |
Q4 2014 | $634,000 | – | 10,166 | – | 0.48% | – |
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% |