VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,071,945 | -19.9% | 10,375 | -17.7% | 0.06% | -18.8% |
Q2 2023 | $1,337,755 | +7.0% | 12,612 | +6.5% | 0.08% | +1.3% |
Q1 2023 | $1,249,859 | +52042.6% | 11,847 | -46.5% | 0.08% | -48.0% |
Q4 2022 | $2,397 | -99.5% | 22,152 | +318.1% | 0.15% | +322.2% |
Q3 2022 | $503,000 | -15.6% | 5,298 | -9.6% | 0.04% | -12.2% |
Q2 2022 | $596,000 | -8.0% | 5,858 | +1.5% | 0.04% | 0.0% |
Q1 2022 | $648,000 | -0.6% | 5,769 | -0.8% | 0.04% | -2.4% |
Q4 2021 | $652,000 | +7.6% | 5,817 | -0.8% | 0.04% | 0.0% |
Q3 2021 | $606,000 | -1.3% | 5,864 | 0.0% | 0.04% | 0.0% |
Q2 2021 | $614,000 | 0.0% | 5,864 | -3.5% | 0.04% | -4.5% |
Q1 2021 | $614,000 | +10.0% | 6,076 | -0.4% | 0.04% | +2.3% |
Q4 2020 | $558,000 | +8.8% | 6,098 | -3.9% | 0.04% | -2.3% |
Q3 2020 | $513,000 | -4.6% | 6,343 | -7.0% | 0.04% | -8.3% |
Q2 2020 | $538,000 | -36.4% | 6,823 | -42.9% | 0.05% | -44.2% |
Q1 2020 | $846,000 | -27.9% | 11,955 | -4.6% | 0.09% | -11.3% |
Q4 2019 | $1,174,000 | +29.0% | 12,532 | +19.1% | 0.10% | +16.9% |
Q3 2019 | $910,000 | +45.6% | 10,520 | +47.1% | 0.08% | +33.9% |
Q2 2019 | $625,000 | +1.3% | 7,153 | -0.7% | 0.06% | -4.6% |
Q1 2019 | $617,000 | -20.9% | 7,200 | -28.0% | 0.06% | -32.3% |
Q4 2018 | $780,000 | +4.6% | 9,999 | +16.7% | 0.10% | +5.5% |
Q3 2018 | $746,000 | -60.8% | 8,566 | -62.6% | 0.09% | -63.0% |
Q2 2018 | $1,901,000 | +2.3% | 22,888 | +1.6% | 0.25% | 0.0% |
Q1 2018 | $1,859,000 | +9.9% | 22,537 | +14.1% | 0.25% | +12.8% |
Q4 2017 | $1,692,000 | +15.7% | 19,757 | +9.5% | 0.22% | -0.5% |
Q3 2017 | $1,462,000 | +7.9% | 18,036 | +4.1% | 0.22% | +3.3% |
Q2 2017 | $1,355,000 | +41.3% | 17,330 | +40.3% | 0.21% | +40.4% |
Q1 2017 | $959,000 | +33.8% | 12,354 | +30.5% | 0.15% | +31.3% |
Q4 2016 | $717,000 | +22.8% | 9,465 | +16.8% | 0.12% | +13.9% |
Q3 2016 | $584,000 | -40.4% | 8,101 | -41.8% | 0.10% | +17.4% |
Q2 2016 | $980,000 | +124.3% | 13,931 | +119.9% | 0.09% | +10.3% |
Q1 2016 | $437,000 | +1.2% | 6,336 | -2.0% | 0.08% | +2.6% |
Q4 2015 | $432,000 | +6.7% | 6,468 | 0.0% | 0.08% | -5.0% |
Q3 2015 | $405,000 | -8.2% | 6,468 | -1.2% | 0.08% | -9.1% |
Q2 2015 | $441,000 | -12.2% | 6,546 | -11.0% | 0.09% | -17.0% |
Q1 2015 | $502,000 | +11.8% | 7,355 | +12.6% | 0.11% | +14.0% |
Q4 2014 | $449,000 | +16.3% | 6,530 | +12.5% | 0.09% | +9.4% |
Q3 2014 | $386,000 | -3.5% | 5,806 | -3.7% | 0.08% | -6.6% |
Q2 2014 | $400,000 | +5.3% | 6,028 | 0.0% | 0.09% | +2.2% |
Q1 2014 | $380,000 | +1.1% | 6,028 | -0.0% | 0.09% | -1.1% |
Q4 2013 | $376,000 | +8.4% | 6,030 | 0.0% | 0.09% | -2.2% |
Q3 2013 | $347,000 | +2.1% | 6,030 | -0.1% | 0.09% | -2.1% |
Q2 2013 | $340,000 | – | 6,037 | – | 0.09% | – |
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% |