VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,054,000 | +5.1% | 12,107 | +0.2% | 0.67% | +20.9% |
| Q2 2018 | $1,003,000 | -5.5% | 12,082 | -6.1% | 0.56% | +8.4% |
| Q1 2018 | $1,061,000 | -43.4% | 12,864 | -41.3% | 0.51% | -23.1% |
| Q4 2017 | $1,875,000 | +2.3% | 21,898 | -3.2% | 0.67% | +25.7% |
| Q3 2017 | $1,833,000 | -6.4% | 22,615 | -9.7% | 0.53% | +10.9% |
| Q2 2017 | $1,958,000 | -6.5% | 25,048 | -7.1% | 0.48% | -2.6% |
| Q1 2017 | $2,093,000 | -0.3% | 26,957 | -2.7% | 0.49% | +4.7% |
| Q4 2016 | $2,100,000 | -23.0% | 27,711 | -32.2% | 0.47% | +1.3% |
| Q4 2015 | $2,729,000 | +9.8% | 40,884 | +3.0% | 0.46% | +23.1% |
| Q3 2015 | $2,486,000 | +36.8% | 39,686 | +47.0% | 0.38% | +43.0% |
| Q2 2015 | $1,817,000 | -2.1% | 26,993 | -0.6% | 0.26% | +9.6% |
| Q1 2015 | $1,856,000 | +15.9% | 27,167 | +16.6% | 0.24% | +11.6% |
| Q4 2014 | $1,602,000 | +21.7% | 23,306 | +17.6% | 0.22% | +23.6% |
| Q3 2014 | $1,316,000 | – | 19,820 | – | 0.17% | – |
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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% |