VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 690 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,870 | -26.4% | 37,456 | -24.5% | 0.19% | -23.5% |
| Q2 2023 | $5,261 | -1.1% | 49,602 | -1.6% | 0.25% | -5.6% |
| Q1 2023 | $5,318 | +0.5% | 50,407 | +3.1% | 0.27% | -8.6% |
| Q4 2022 | $5,292 | -99.8% | 48,909 | +46.7% | 0.29% | +63.5% |
| Q3 2022 | $3,163,000 | -5.6% | 33,336 | +1.2% | 0.18% | -2.2% |
| Q2 2022 | $3,351,000 | +4.3% | 32,952 | +15.2% | 0.18% | +23.8% |
| Q1 2022 | $3,212,000 | +199.9% | 28,616 | +199.4% | 0.15% | +219.6% |
| Q4 2021 | $1,071,000 | +8.0% | 9,557 | -0.4% | 0.05% | -2.1% |
| Q3 2021 | $992,000 | -33.9% | 9,595 | -33.0% | 0.05% | -33.8% |
| Q2 2021 | $1,501,000 | +81.9% | 14,325 | +75.6% | 0.07% | +54.3% |
| Q1 2021 | $825,000 | +77.0% | 8,160 | +60.3% | 0.05% | +12.2% |
| Q4 2020 | $466,000 | +105.3% | 5,089 | +81.2% | 0.04% | +86.4% |
| Q3 2020 | $227,000 | -15.0% | 2,808 | -17.1% | 0.02% | -12.0% |
| Q2 2020 | $267,000 | -3.3% | 3,389 | -13.2% | 0.02% | -24.2% |
| Q1 2020 | $276,000 | -24.6% | 3,906 | +0.1% | 0.03% | 0.0% |
| Q4 2019 | $366,000 | +78.5% | 3,902 | +62.7% | 0.03% | +32.0% |
| Q4 2017 | $205,000 | – | 2,398 | – | 0.02% | – |
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% |