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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,728,407 | -0.9% | 16,383 | +1.7% | 1.16% | -5.9% |
| Q4 2022 | $1,743,588 | +12.4% | 16,113 | -1.4% | 1.23% | +12.9% |
| Q3 2022 | $1,551,000 | -9.4% | 16,343 | -2.9% | 1.09% | -3.5% |
| Q2 2022 | $1,711,000 | -1.8% | 16,826 | +8.4% | 1.13% | +18.1% |
| Q1 2022 | $1,743,000 | +4.4% | 15,528 | +4.3% | 0.96% | +7.2% |
| Q4 2021 | $1,669,000 | +10.9% | 14,887 | +2.2% | 0.89% | +3.1% |
| Q3 2021 | $1,505,000 | +58.8% | 14,562 | +24.3% | 0.86% | +9.2% |
| Q3 2020 | $948,000 | +1.4% | 11,712 | -1.3% | 0.79% | -6.2% |
| Q2 2020 | $935,000 | +21.1% | 11,872 | +8.8% | 0.84% | -4.9% |
| Q1 2020 | $772,000 | +29.3% | 10,907 | +71.2% | 0.89% | +68.4% |
| Q4 2019 | $597,000 | +4.6% | 6,370 | -0.9% | 0.53% | -2.4% |
| Q3 2019 | $571,000 | +12.2% | 6,430 | +10.5% | 0.54% | +10.9% |
| Q2 2019 | $509,000 | +22.7% | 5,820 | +21.9% | 0.49% | +13.8% |
| Q2 2018 | $415,000 | +26.5% | 4,775 | +20.1% | 0.43% | -1.4% |
| Q1 2018 | $328,000 | – | 3,975 | – | 0.43% | – |
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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% |