VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $203,615 | -27.3% | 1,930 | -29.8% | 0.03% | -30.6% |
| Q2 2022 | $280,000 | -9.4% | 2,750 | 0.0% | 0.05% | +6.5% |
| Q1 2022 | $309,000 | +0.3% | 2,750 | 0.0% | 0.05% | +17.9% |
| Q4 2021 | $308,000 | +8.5% | 2,750 | 0.0% | 0.04% | -2.5% |
| Q3 2021 | $284,000 | -1.4% | 2,750 | 0.0% | 0.04% | +5.3% |
| Q2 2021 | $288,000 | +3.6% | 2,750 | 0.0% | 0.04% | -7.3% |
| Q1 2021 | $278,000 | +10.3% | 2,750 | 0.0% | 0.04% | +5.1% |
| Q4 2020 | $252,000 | +13.0% | 2,750 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $223,000 | +2.8% | 2,750 | 0.0% | 0.04% | -2.5% |
| Q2 2020 | $217,000 | -15.9% | 2,750 | 0.0% | 0.04% | -21.6% |
| Q4 2019 | $258,000 | +5.7% | 2,750 | 0.0% | 0.05% | -1.9% |
| Q3 2019 | $244,000 | +1.7% | 2,750 | 0.0% | 0.05% | +6.1% |
| Q2 2019 | $240,000 | -36.3% | 2,750 | -37.5% | 0.05% | -41.7% |
| Q1 2019 | $377,000 | +9.9% | 4,400 | 0.0% | 0.08% | -6.7% |
| Q4 2018 | $343,000 | -10.4% | 4,400 | 0.0% | 0.09% | +1.1% |
| Q3 2018 | $383,000 | +4.9% | 4,400 | 0.0% | 0.09% | -2.2% |
| Q2 2018 | $365,000 | +35.7% | 4,400 | +35.0% | 0.09% | +28.2% |
| Q1 2018 | $269,000 | -5.9% | 3,260 | -2.2% | 0.07% | -10.1% |
| Q4 2017 | $286,000 | +3.6% | 3,335 | -1.9% | 0.08% | -1.2% |
| Q3 2017 | $276,000 | -6.4% | 3,400 | -9.9% | 0.08% | -10.1% |
| Q2 2017 | $295,000 | – | 3,775 | – | 0.09% | – |
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% |