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 | $433,841 | -4.3% | 4,199 | -1.7% | 0.10% | -1.9% |
| Q2 2023 | $453,131 | +2.3% | 4,272 | +1.7% | 0.11% | -3.6% |
| Q1 2023 | $442,995 | -2.5% | 4,199 | 0.0% | 0.11% | -6.8% |
| Q4 2022 | $454,374 | +14.2% | 4,199 | 0.0% | 0.12% | +3.5% |
| Q3 2022 | $398,000 | -15.5% | 4,199 | 0.0% | 0.11% | +2.7% |
| Q1 2022 | $471,000 | 0.0% | 4,199 | 0.0% | 0.11% | +2.8% |
| Q4 2021 | $471,000 | +8.5% | 4,199 | 0.0% | 0.11% | +1.9% |
| Q3 2021 | $434,000 | -1.4% | 4,199 | 0.0% | 0.11% | -5.4% |
| Q2 2021 | $440,000 | +3.8% | 4,199 | 0.0% | 0.11% | -6.7% |
| Q1 2021 | $424,000 | +10.4% | 4,199 | 0.0% | 0.12% | +5.3% |
| Q4 2020 | $384,000 | +12.9% | 4,199 | 0.0% | 0.11% | +4.6% |
| Q3 2020 | $340,000 | +2.7% | 4,199 | 0.0% | 0.11% | 0.0% |
| Q2 2020 | $331,000 | -71.7% | 4,199 | -84.8% | 0.11% | -76.1% |
| Q2 2018 | $1,169,000 | +200.5% | 27,690 | +487.4% | 0.46% | +180.4% |
| Q1 2018 | $389,000 | -3.0% | 4,714 | +0.6% | 0.16% | -5.2% |
| Q4 2017 | $401,000 | +5.0% | 4,687 | -0.5% | 0.17% | +4.9% |
| Q3 2017 | $382,000 | – | 4,710 | – | 0.16% | – |
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% |