VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $600,703 | -0.7% | 5,814 | +1.9% | 0.12% | +6.0% |
Q2 2023 | $605,236 | +0.5% | 5,706 | 0.0% | 0.12% | -4.1% |
Q1 2023 | $601,983 | -11.3% | 5,706 | -9.0% | 0.12% | -12.3% |
Q4 2022 | $678,368 | +14.0% | 6,269 | 0.0% | 0.14% | +16.9% |
Q3 2022 | $595,000 | +199.0% | 6,269 | +219.8% | 0.12% | +202.6% |
Q2 2022 | $199,000 | -41.1% | 1,960 | -34.9% | 0.04% | -31.6% |
Q1 2022 | $338,000 | +0.3% | 3,012 | +0.2% | 0.06% | -5.0% |
Q4 2021 | $337,000 | +7.0% | 3,007 | -1.4% | 0.06% | -1.6% |
Q3 2021 | $315,000 | -1.3% | 3,051 | +0.2% | 0.06% | +3.4% |
Q2 2021 | $319,000 | +3.9% | 3,046 | +0.4% | 0.06% | -3.3% |
Q1 2021 | $307,000 | +7.3% | 3,035 | -3.0% | 0.06% | -3.2% |
Q4 2020 | $286,000 | +24.9% | 3,129 | +10.8% | 0.06% | +12.5% |
Q3 2020 | $229,000 | -13.9% | 2,824 | -7.7% | 0.06% | -32.5% |
Q3 2018 | $266,000 | +3.1% | 3,060 | -1.4% | 0.08% | -3.5% |
Q2 2018 | $258,000 | -10.1% | 3,105 | -10.9% | 0.09% | -13.1% |
Q1 2018 | $287,000 | -79.1% | 3,485 | -78.3% | 0.10% | -80.3% |
Q4 2017 | $1,372,000 | -19.6% | 16,026 | -23.9% | 0.50% | -32.3% |
Q3 2017 | $1,707,000 | -27.6% | 21,059 | -30.2% | 0.74% | -29.1% |
Q2 2017 | $2,357,000 | -22.7% | 30,162 | -23.2% | 1.04% | -23.4% |
Q1 2017 | $3,049,000 | -8.4% | 39,268 | -10.6% | 1.36% | -16.2% |
Q4 2016 | $3,328,000 | +0.1% | 43,917 | -4.7% | 1.63% | -2.8% |
Q3 2016 | $3,326,000 | -0.5% | 46,105 | -1.4% | 1.68% | -4.1% |
Q2 2016 | $3,342,000 | +0.8% | 46,763 | -2.6% | 1.75% | -6.0% |
Q1 2016 | $3,315,000 | +3.9% | 48,012 | +0.4% | 1.86% | -1.2% |
Q4 2015 | $3,192,000 | -31.0% | 47,827 | -35.2% | 1.88% | -32.2% |
Q3 2015 | $4,627,000 | -3.2% | 73,854 | +4.0% | 2.77% | -2.5% |
Q2 2015 | $4,780,000 | -1.3% | 71,008 | +0.1% | 2.84% | -0.7% |
Q1 2015 | $4,844,000 | -2.1% | 70,925 | -1.4% | 2.86% | -10.8% |
Q4 2014 | $4,947,000 | +8.0% | 71,952 | +4.3% | 3.21% | -18.4% |
Q3 2014 | $4,581,000 | +2.9% | 68,979 | +2.8% | 3.93% | +2.2% |
Q2 2014 | $4,450,000 | +5.9% | 67,099 | +0.8% | 3.85% | -14.0% |
Q1 2014 | $4,203,000 | +2.0% | 66,595 | +0.7% | 4.48% | -21.8% |
Q4 2013 | $4,122,000 | – | 66,142 | – | 5.73% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SEARCY FINANCIAL SERVICES INC /ADV | 165,516 | $12,909,000 | 16.38% |
Financial Sense Advisors, Inc. | 254,450 | $19,845,000 | 12.54% |
RELIANCE TRUST CO | 6,147 | $479,000 | 11.97% |
Opus Capital Group, LLC | 730,740 | $56,990,000 | 11.87% |
HCR Wealth Advisors | 459,338 | $35,824,000 | 11.57% |
Sullivan, Bruyette, Speros & Blaney, LLC | 2,045,478 | $159,527,000 | 10.92% |
Edge Capital Group, LLC | 1,239,740 | $96,687,000 | 10.49% |
Measured Wealth Private Client Group, LLC | 148,018 | $11,544,000 | 10.47% |
Armor Investment Advisors, LLC | 119,481 | $9,318,000 | 9.46% |
Global Strategic Investment Solutions, LLC | 115,734 | $9,026,000 | 7.69% |