VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 736 filers reported holding VANGUARD WHITEHALL FDS in Q3 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,201,067 | -10.3% | 11,625 | -7.9% | 0.91% | -6.7% |
| Q2 2023 | $1,339,225 | +0.6% | 12,626 | +0.1% | 0.98% | -2.9% |
| Q1 2023 | $1,330,629 | -3.5% | 12,613 | -1.0% | 1.01% | -7.3% |
| Q4 2022 | $1,378,867 | +15.2% | 12,743 | +1.0% | 1.09% | +9.6% |
| Q3 2022 | $1,197,000 | -6.6% | 12,615 | +0.1% | 0.99% | -2.1% |
| Q2 2022 | $1,282,000 | +1.4% | 12,605 | +12.0% | 1.01% | +22.5% |
| Q1 2022 | $1,264,000 | -0.5% | 11,258 | -0.6% | 0.83% | +6.2% |
| Q4 2021 | $1,270,000 | +8.4% | 11,327 | -0.1% | 0.78% | +0.3% |
| Q3 2021 | $1,172,000 | +2.4% | 11,336 | +3.9% | 0.78% | +3.7% |
| Q2 2021 | $1,144,000 | +2.3% | 10,914 | -1.3% | 0.75% | -8.2% |
| Q1 2021 | $1,118,000 | +22.6% | 11,055 | +10.9% | 0.82% | +9.2% |
| Q4 2020 | $912,000 | +353.7% | 9,964 | +300.8% | 0.75% | +304.3% |
| Q3 2020 | $201,000 | +2.6% | 2,486 | 0.0% | 0.18% | +3.4% |
| Q2 2020 | $196,000 | +11.4% | 2,486 | 0.0% | 0.18% | -3.8% |
| Q1 2020 | $176,000 | -24.5% | 2,486 | 0.0% | 0.19% | -11.8% |
| Q4 2019 | $233,000 | +5.4% | 2,486 | 0.0% | 0.21% | -3.2% |
| Q3 2019 | $221,000 | +1.8% | 2,486 | 0.0% | 0.22% | +0.9% |
| Q2 2019 | $217,000 | +1.9% | 2,486 | 0.0% | 0.22% | +1.9% |
| Q1 2019 | $213,000 | +9.8% | 2,486 | 0.0% | 0.21% | +1.0% |
| Q4 2018 | $194,000 | -10.6% | 2,486 | 0.0% | 0.21% | +1.9% |
| Q3 2018 | $217,000 | +5.3% | 2,486 | 0.0% | 0.21% | +7.9% |
| Q2 2018 | $206,000 | +0.5% | 2,486 | 0.0% | 0.19% | +1.6% |
| Q1 2018 | $205,000 | -3.8% | 2,486 | 0.0% | 0.19% | +2.2% |
| Q4 2017 | $213,000 | – | 2,486 | – | 0.18% | – |
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% |