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 2023 | $31,878,766 | -0.5% | 308,544 | +2.1% | 2.13% | +4.6% |
Q2 2023 | $32,043,428 | -0.5% | 302,097 | -1.0% | 2.04% | -9.3% |
Q1 2023 | $32,203,288 | -21.6% | 305,243 | -19.6% | 2.24% | -19.7% |
Q4 2022 | $41,069,178 | +76.7% | 379,532 | +54.9% | 2.80% | +59.2% |
Q3 2022 | $23,245,000 | -9.9% | 244,998 | -3.4% | 1.76% | -5.1% |
Q2 2022 | $25,797,000 | -8.8% | 253,653 | +0.7% | 1.85% | -5.5% |
Q1 2022 | $28,288,000 | +0.0% | 252,011 | -0.1% | 1.96% | +9.0% |
Q4 2021 | $28,283,000 | +9.6% | 252,274 | +1.0% | 1.80% | -2.8% |
Q3 2021 | $25,817,000 | -4.0% | 249,802 | -2.6% | 1.85% | -4.8% |
Q2 2021 | $26,881,000 | +4.2% | 256,566 | +0.5% | 1.94% | +1.3% |
Q1 2021 | $25,806,000 | +10.0% | 255,273 | -0.4% | 1.92% | +1.4% |
Q4 2020 | $23,454,000 | +12.3% | 256,302 | -0.7% | 1.89% | +3.7% |
Q3 2020 | $20,891,000 | +4.7% | 258,141 | +1.9% | 1.82% | -2.3% |
Q2 2020 | $19,953,000 | +14.2% | 253,270 | +2.6% | 1.86% | -5.0% |
Q1 2020 | $17,466,000 | -24.5% | 246,878 | +0.0% | 1.96% | +6.9% |
Q4 2019 | $23,127,000 | +5.6% | 246,783 | +0.0% | 1.84% | +3.9% |
Q3 2019 | $21,895,000 | -1.1% | 246,759 | -2.6% | 1.77% | -9.4% |
Q2 2019 | $22,134,000 | +1.6% | 253,308 | -0.4% | 1.95% | +0.6% |
Q1 2019 | $21,791,000 | +12.0% | 254,386 | +1.9% | 1.94% | -3.0% |
Q4 2018 | $19,461,000 | -9.9% | 249,535 | +0.6% | 2.00% | +4.6% |
Q3 2018 | $21,595,000 | +5.2% | 247,961 | +0.3% | 1.91% | -2.3% |
Q2 2018 | $20,531,000 | +0.7% | 247,209 | -0.0% | 1.95% | +0.2% |
Q1 2018 | $20,395,000 | -2.1% | 247,244 | +1.6% | 1.95% | -8.1% |
Q4 2017 | $20,833,000 | +5.4% | 243,292 | -0.2% | 2.12% | +7.4% |
Q3 2017 | $19,765,000 | +2.3% | 243,804 | -1.4% | 1.98% | -2.7% |
Q2 2017 | $19,324,000 | +0.2% | 247,246 | -0.4% | 2.03% | -5.8% |
Q1 2017 | $19,278,000 | +1.6% | 248,276 | -0.8% | 2.16% | +3.9% |
Q4 2016 | $18,966,000 | +5.2% | 250,295 | +0.1% | 2.07% | +3.8% |
Q3 2016 | $18,030,000 | +0.6% | 249,943 | -0.4% | 2.00% | -3.3% |
Q2 2016 | $17,928,000 | +4.9% | 250,876 | +1.3% | 2.07% | +2.0% |
Q1 2016 | $17,092,000 | -0.8% | 247,562 | -4.1% | 2.03% | -9.7% |
Q4 2015 | $17,223,000 | +4.6% | 258,022 | -1.8% | 2.25% | -2.3% |
Q3 2015 | $16,464,000 | -6.4% | 262,791 | +0.6% | 2.30% | +0.5% |
Q2 2015 | $17,591,000 | +0.4% | 261,297 | +1.9% | 2.29% | -0.5% |
Q1 2015 | $17,513,000 | -1.0% | 256,407 | -0.4% | 2.30% | +0.4% |
Q4 2014 | $17,694,000 | +2.1% | 257,354 | -1.4% | 2.29% | -1.6% |
Q3 2014 | $17,338,000 | -2.2% | 261,069 | -2.4% | 2.33% | -7.9% |
Q2 2014 | $17,734,000 | +4.9% | 267,436 | -0.1% | 2.53% | +5.7% |
Q1 2014 | $16,900,000 | – | 267,744 | – | 2.39% | – |
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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% |