VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228 | -2.6% | 2,210 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $234 | -5.6% | 2,210 | -6.0% | 0.01% | 0.0% |
| Q1 2023 | $248 | -2.4% | 2,350 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $254 | -99.9% | 2,350 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $223,000 | -31.8% | 2,350 | -27.0% | 0.01% | -33.3% |
| Q2 2022 | $327,000 | +25.8% | 3,218 | +38.8% | 0.01% | +50.0% |
| Q1 2022 | $260,000 | 0.0% | 2,318 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $260,000 | -6.1% | 2,318 | -13.4% | 0.01% | -14.3% |
| Q3 2021 | $277,000 | -1.4% | 2,678 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $281,000 | +3.7% | 2,678 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $271,000 | -38.0% | 2,678 | -51.7% | 0.01% | -56.2% |
| Q2 2020 | $437,000 | +11.2% | 5,550 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $393,000 | -24.4% | 5,550 | 0.0% | 0.02% | -5.9% |
| Q4 2019 | $520,000 | +5.7% | 5,550 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $492,000 | +132.1% | 5,550 | +124.0% | 0.02% | +112.5% |
| Q4 2017 | $212,000 | +5.5% | 2,478 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $201,000 | – | 2,478 | – | 0.01% | – |
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% |