VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,137,000 | +2.7% | 14,049 | 0.0% | 0.36% | +2.0% |
| Q2 2020 | $1,107,000 | +11.4% | 14,049 | 0.0% | 0.35% | -3.0% |
| Q1 2020 | $994,000 | -24.5% | 14,049 | 0.0% | 0.36% | -6.0% |
| Q4 2019 | $1,317,000 | +5.6% | 14,049 | 0.0% | 0.39% | -9.8% |
| Q3 2019 | $1,247,000 | +13.4% | 14,049 | +11.6% | 0.43% | +15.1% |
| Q2 2019 | $1,100,000 | +2.0% | 12,589 | 0.0% | 0.37% | -19.0% |
| Q1 2019 | $1,078,000 | +9.8% | 12,589 | 0.0% | 0.46% | -4.4% |
| Q4 2018 | $982,000 | -0.4% | 12,589 | +6.0% | 0.48% | -11.4% |
| Q2 2018 | $986,000 | +0.7% | 11,873 | 0.0% | 0.54% | -0.9% |
| Q1 2018 | $979,000 | -21.5% | 11,873 | -18.4% | 0.55% | -30.2% |
| Q4 2017 | $1,247,000 | – | 14,558 | – | 0.78% | – |
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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% |