VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 539 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,171,460 | +3.2% | 11,338 | +6.0% | 0.15% | +1.3% |
Q2 2023 | $1,134,791 | -2.7% | 10,699 | -3.2% | 0.15% | -10.7% |
Q1 2023 | $1,166,393 | -1.2% | 11,056 | +1.4% | 0.17% | -9.7% |
Q4 2022 | $1,180,068 | +18.5% | 10,905 | +3.9% | 0.19% | +5.7% |
Q3 2022 | $996,000 | +17.0% | 10,495 | +25.4% | 0.18% | +6.0% |
Q2 2022 | $851,000 | +1.3% | 8,372 | +11.8% | 0.17% | +11.4% |
Q1 2022 | $840,000 | 0.0% | 7,486 | -0.1% | 0.15% | -1.3% |
Q4 2021 | $840,000 | -33.6% | 7,491 | -38.8% | 0.15% | -40.8% |
Q3 2021 | $1,266,000 | -16.7% | 12,248 | -15.5% | 0.26% | -15.6% |
Q2 2021 | $1,519,000 | -5.5% | 14,496 | -8.8% | 0.30% | -18.4% |
Q1 2021 | $1,607,000 | +9.1% | 15,900 | -1.2% | 0.37% | +4.8% |
Q4 2020 | $1,473,000 | +19.5% | 16,097 | +5.6% | 0.35% | -10.2% |
Q3 2020 | $1,233,000 | +13.4% | 15,241 | -0.8% | 0.39% | -2.7% |
Q1 2020 | $1,087,000 | -17.7% | 15,368 | +3.3% | 0.40% | -4.0% |
Q3 2019 | $1,320,000 | +7.8% | 14,881 | +6.3% | 0.42% | +4.5% |
Q2 2019 | $1,224,000 | -1.2% | 14,004 | -0.7% | 0.40% | +2.5% |
Q1 2019 | $1,239,000 | +18.9% | 14,103 | +5.5% | 0.39% | +4.0% |
Q4 2018 | $1,042,000 | -3.9% | 13,362 | +7.3% | 0.38% | +25.6% |
Q3 2018 | $1,084,000 | +10.3% | 12,448 | +5.1% | 0.30% | -0.7% |
Q2 2018 | $983,000 | +12.1% | 11,840 | +11.4% | 0.30% | +6.7% |
Q1 2018 | $877,000 | -84.7% | 10,626 | -84.1% | 0.28% | -85.1% |
Q4 2017 | $5,730,000 | -20.5% | 66,916 | -24.7% | 1.91% | -25.7% |
Q3 2017 | $7,204,000 | +1144.2% | 88,858 | +1099.2% | 2.57% | +1066.4% |
Q2 2017 | $579,000 | +0.7% | 7,410 | 0.0% | 0.22% | +0.5% |
Q1 2017 | $575,000 | +52.5% | 7,410 | +48.9% | 0.22% | +39.5% |
Q4 2016 | $377,000 | – | 4,975 | – | 0.16% | – |
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% |