VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $726,153 | +764.5% | 6,505 | +767.3% | 0.09% | +633.3% |
| Q1 2022 | $84,000 | 0.0% | 750 | 0.0% | 0.01% | -20.0% |
| Q4 2021 | $84,000 | +7.7% | 750 | 0.0% | 0.02% | +7.1% |
| Q3 2021 | $78,000 | +2.6% | 750 | 0.0% | 0.01% | +7.7% |
| Q1 2021 | $76,000 | +1800.0% | 750 | +1288.9% | 0.01% | +1200.0% |
| Q1 2020 | $4,000 | -87.9% | 54 | -84.6% | 0.00% | -83.3% |
| Q4 2019 | $33,000 | +6.5% | 350 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $31,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $31,000 | +3.3% | 350 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $30,000 | +11.1% | 350 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $27,000 | -10.0% | 350 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $30,000 | +3.4% | 350 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $29,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $29,000 | -3.3% | 350 | 0.0% | 0.01% | -14.3% |
| Q4 2017 | $30,000 | +7.1% | 350 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $28,000 | +3.7% | 350 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $27,000 | – | 350 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 277,500 | $23,046,000 | 46.74% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,090,082 | $173,581,000 | 16.59% |
| Financial Sense Advisors, Inc. | 259,050 | $21,514,000 | 15.00% |
| HCR Wealth Advisors | 421,563 | $35,175,000 | 11.54% |
| RELIANCE TRUST CO | 6,147 | $511,000 | 11.22% |
| Opus Capital Group, LLC | 500,315 | $41,551,000 | 10.16% |
| Measured Wealth Private Client Group, LLC | 136,703 | $11,353,000 | 9.24% |
| Armor Investment Advisors, LLC | 119,923 | $9,960,000 | 8.95% |
| Bouchey Financial Group Ltd | 344,147 | $28,581,000 | 7.74% |
| INSPIRION WEALTH ADVISORS, LLC | 194,920 | $16,188,000 | 7.62% |