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 | $315,849 | -2.6% | 3,057 | 0.0% | 0.03% | -34.8% |
| Q2 2023 | $324,256 | -0.4% | 3,057 | -1.0% | 0.05% | -4.2% |
| Q1 2023 | $325,679 | -3.3% | 3,087 | -0.8% | 0.05% | -2.0% |
| Q4 2022 | $336,749 | +13.4% | 3,112 | -0.6% | 0.05% | 0.0% |
| Q3 2022 | $297,000 | -7.5% | 3,132 | -0.8% | 0.05% | 0.0% |
| Q2 2022 | $321,000 | -9.8% | 3,157 | -0.5% | 0.05% | +2.1% |
| Q1 2022 | $356,000 | -2.5% | 3,172 | -2.3% | 0.05% | +2.1% |
| Q4 2021 | $365,000 | +73.8% | 3,247 | +62.4% | 0.05% | +62.1% |
| Q2 2021 | $210,000 | +4.0% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $202,000 | -5.6% | 2,000 | -14.8% | 0.03% | -12.1% |
| Q4 2020 | $214,000 | -1.4% | 2,347 | +1.3% | 0.03% | -2.9% |
| Q4 2019 | $217,000 | +5.3% | 2,317 | 0.0% | 0.03% | -5.6% |
| Q3 2019 | $206,000 | -37.4% | 2,317 | -38.7% | 0.04% | -32.1% |
| Q3 2018 | $329,000 | +31.1% | 3,782 | +24.4% | 0.05% | +29.3% |
| Q1 2018 | $251,000 | +9.6% | 3,040 | +13.6% | 0.04% | +13.9% |
| Q4 2017 | $229,000 | +4.6% | 2,675 | -1.1% | 0.04% | +2.9% |
| Q3 2017 | $219,000 | -7.2% | 2,705 | -10.7% | 0.04% | -7.9% |
| Q2 2017 | $236,000 | +1.3% | 3,030 | -11.3% | 0.04% | +2.7% |
| Q1 2015 | $233,000 | +2.6% | 3,415 | +3.3% | 0.04% | +2.8% |
| Q4 2014 | $227,000 | +3.2% | 3,305 | -0.3% | 0.04% | +2.9% |
| Q3 2014 | $220,000 | 0.0% | 3,315 | 0.0% | 0.04% | +6.1% |
| Q2 2014 | $220,000 | +4.3% | 3,315 | -0.7% | 0.03% | +6.5% |
| Q1 2014 | $211,000 | +1.4% | 3,340 | 0.0% | 0.03% | +3.3% |
| Q4 2013 | $208,000 | – | 3,340 | – | 0.03% | – |
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% |