VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,413,107 | +174.9% | 13,677 | +149.1% | 0.19% | +142.3% |
| Q4 2019 | $514,000 | +56.7% | 5,490 | +48.5% | 0.08% | +47.2% |
| Q3 2019 | $328,000 | +209.4% | 3,697 | +198.9% | 0.05% | +211.8% |
| Q1 2019 | $106,000 | -82.5% | 1,237 | -84.1% | 0.02% | -84.4% |
| Q4 2018 | $607,000 | +286.6% | 7,774 | +324.8% | 0.11% | +354.2% |
| Q4 2017 | $157,000 | +11.3% | 1,830 | -13.3% | 0.02% | -20.0% |
| Q4 2015 | $141,000 | +464.0% | 2,111 | +475.2% | 0.03% | +500.0% |
| Q2 2015 | $25,000 | 0.0% | 367 | 0.0% | 0.01% | +25.0% |
| Q1 2015 | $25,000 | – | 367 | – | 0.00% | – |
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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% |