VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 467 filers reported holding VANGUARD WHITEHALL FDS in Q2 2016. The put-call ratio across all filers is 0.55 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $769,621 | -2.6% | 7,448 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $790,076 | +0.6% | 7,448 | +0.1% | 0.10% | -3.1% |
| Q1 2023 | $785,237 | -22.6% | 7,443 | -20.6% | 0.10% | -22.8% |
| Q4 2022 | $1,014,582 | +14.0% | 9,376 | 0.0% | 0.13% | +9.5% |
| Q3 2022 | $890,000 | -6.7% | 9,376 | 0.0% | 0.12% | -6.5% |
| Q2 2022 | $954,000 | -10.9% | 9,376 | -1.8% | 0.12% | +4.2% |
| Q1 2022 | $1,071,000 | +20.3% | 9,545 | +20.2% | 0.12% | +25.3% |
| Q4 2021 | $890,000 | +8.4% | 7,941 | 0.0% | 0.10% | +9.2% |
| Q3 2021 | $821,000 | +31.8% | 7,941 | +33.6% | 0.09% | +26.1% |
| Q2 2021 | $623,000 | +1.0% | 5,944 | -2.6% | 0.07% | -5.5% |
| Q1 2021 | $617,000 | +9.6% | 6,103 | -0.7% | 0.07% | +2.8% |
| Q4 2020 | $563,000 | +14.2% | 6,147 | +1.0% | 0.07% | -1.4% |
| Q3 2020 | $493,000 | +2.7% | 6,088 | 0.0% | 0.07% | -2.7% |
| Q2 2020 | $480,000 | +20.9% | 6,088 | +8.5% | 0.07% | +1.4% |
| Q1 2020 | $397,000 | -24.5% | 5,613 | 0.0% | 0.07% | -5.2% |
| Q4 2019 | $526,000 | +5.6% | 5,613 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $498,000 | +1.6% | 5,613 | 0.0% | 0.08% | +1.3% |
| Q2 2019 | $490,000 | +6.1% | 5,613 | +4.2% | 0.08% | +1.3% |
| Q1 2019 | $462,000 | +10.0% | 5,388 | 0.0% | 0.08% | -2.6% |
| Q4 2018 | $420,000 | -10.4% | 5,388 | 0.0% | 0.08% | -10.5% |
| Q3 2018 | $469,000 | +4.9% | 5,388 | 0.0% | 0.09% | 0.0% |
| Q2 2018 | $447,000 | +0.7% | 5,388 | 0.0% | 0.09% | -10.4% |
| Q1 2018 | $444,000 | -3.7% | 5,388 | 0.0% | 0.10% | +2.1% |
| Q4 2017 | $461,000 | +4.5% | 5,388 | -1.0% | 0.09% | +5.6% |
| Q3 2017 | $441,000 | +4.8% | 5,441 | +1.0% | 0.09% | 0.0% |
| Q2 2017 | $421,000 | +0.7% | 5,388 | 0.0% | 0.09% | -1.1% |
| Q1 2017 | $418,000 | +2.5% | 5,388 | 0.0% | 0.09% | -1.1% |
| Q4 2016 | $408,000 | +4.9% | 5,388 | 0.0% | 0.09% | 0.0% |
| Q3 2016 | $389,000 | +1.0% | 5,388 | 0.0% | 0.09% | -1.1% |
| Q2 2016 | $385,000 | +3.5% | 5,388 | 0.0% | 0.09% | +2.2% |
| Q1 2016 | $372,000 | +3.3% | 5,388 | 0.0% | 0.09% | +2.3% |
| Q4 2015 | $360,000 | +6.5% | 5,388 | 0.0% | 0.09% | 0.0% |
| Q3 2015 | $338,000 | -12.0% | 5,388 | -5.5% | 0.09% | -4.3% |
| Q2 2015 | $384,000 | -2.0% | 5,699 | -0.7% | 0.09% | -1.1% |
| Q1 2015 | $392,000 | -0.5% | 5,738 | 0.0% | 0.09% | -13.1% |
| Q4 2014 | $394,000 | +3.4% | 5,738 | 0.0% | 0.11% | +0.9% |
| Q3 2014 | $381,000 | +16.2% | 5,738 | +16.2% | 0.11% | +15.2% |
| Q2 2014 | $328,000 | +5.1% | 4,940 | 0.0% | 0.09% | -3.2% |
| Q1 2014 | $312,000 | -27.8% | 4,940 | -28.8% | 0.10% | -30.7% |
| Q4 2013 | $432,000 | -81.2% | 6,939 | -82.6% | 0.14% | -82.7% |
| Q3 2013 | $2,299,000 | -83.4% | 39,994 | -83.7% | 0.79% | -84.9% |
| Q2 2013 | $13,859,000 | – | 245,863 | – | 5.23% | – |
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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% |