VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $376,962 | -8.6% | 3,648 | -6.2% | 0.05% | -3.8% |
Q2 2023 | $412,452 | +0.5% | 3,888 | 0.0% | 0.05% | -3.6% |
Q1 2023 | $410,236 | -2.5% | 3,888 | 0.0% | 0.06% | -6.8% |
Q4 2022 | $420,773 | +14.3% | 3,888 | +0.3% | 0.06% | +5.4% |
Q3 2022 | $368,000 | -6.6% | 3,878 | 0.0% | 0.06% | -1.8% |
Q2 2022 | $394,000 | -6.6% | 3,878 | +3.1% | 0.06% | +7.5% |
Q1 2022 | $422,000 | +21.6% | 3,760 | +21.6% | 0.05% | +32.5% |
Q4 2021 | $347,000 | -4.7% | 3,092 | -12.1% | 0.04% | -13.0% |
Q3 2021 | $364,000 | +5.8% | 3,519 | +7.1% | 0.05% | +7.0% |
Q2 2021 | $344,000 | +9.9% | 3,287 | +6.3% | 0.04% | -4.4% |
Q1 2021 | $313,000 | +2.0% | 3,093 | -7.7% | 0.04% | +28.6% |
Q4 2020 | $307,000 | +13.3% | 3,352 | 0.0% | 0.04% | 0.0% |
Q3 2020 | $271,000 | +2.7% | 3,352 | 0.0% | 0.04% | -5.4% |
Q2 2020 | $264,000 | -7.7% | 3,352 | -17.0% | 0.04% | -28.8% |
Q1 2020 | $286,000 | -23.1% | 4,037 | +1.8% | 0.05% | -3.7% |
Q4 2019 | $372,000 | +6.0% | 3,967 | +0.4% | 0.05% | -1.8% |
Q3 2019 | $351,000 | +2.0% | 3,953 | +0.4% | 0.06% | +1.9% |
Q2 2019 | $344,000 | +15.8% | 3,938 | +13.6% | 0.05% | +1.9% |
Q1 2019 | $297,000 | – | 3,467 | – | 0.05% | – |
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% |