VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 736 filers reported holding VANGUARD WHITEHALL FDS in Q3 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,037 | -2.6% | 252 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $26,730 | +0.5% | 252 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $26,586 | -2.5% | 252 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $27,269 | -22.1% | 252 | -19.5% | 0.00% | 0.0% |
| Q4 2021 | $35,000 | +9.4% | 313 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $32,000 | -3.0% | 313 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $33,000 | -29.8% | 313 | -33.1% | 0.00% | -40.0% |
| Q1 2021 | $47,000 | +123.8% | 468 | +105.3% | 0.01% | +150.0% |
| Q4 2020 | $21,000 | +16.7% | 228 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | -14.3% | 228 | -13.6% | 0.00% | -33.3% |
| Q2 2020 | $21,000 | +10.5% | 264 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $19,000 | -24.0% | 264 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $25,000 | +8.7% | 264 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | -91.8% | 264 | -91.7% | 0.00% | -92.3% |
| Q2 2019 | $279,000 | +2.6% | 3,198 | +0.7% | 0.04% | 0.0% |
| Q1 2019 | $272,000 | +10.6% | 3,177 | +0.7% | 0.04% | +2.6% |
| Q4 2018 | $246,000 | -8.9% | 3,155 | +1.6% | 0.04% | +5.6% |
| Q3 2018 | $270,000 | +103.0% | 3,105 | +93.7% | 0.04% | +89.5% |
| Q2 2018 | $133,000 | +600.0% | 1,603 | +603.1% | 0.02% | +533.3% |
| Q1 2018 | $19,000 | -5.0% | 228 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $20,000 | – | 228 | – | 0.00% | – |
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% |