VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $55,060,863 | -5.3% | 532,916 | -2.8% | 0.22% | -3.5% |
Q2 2023 | $58,158,361 | +4.7% | 548,302 | +4.2% | 0.23% | -0.9% |
Q1 2023 | $55,538,517 | -35.6% | 526,431 | -33.9% | 0.23% | -38.5% |
Q4 2022 | $86,222,381 | -1.8% | 796,806 | -13.9% | 0.37% | -8.8% |
Q3 2022 | $87,784,000 | -7.9% | 925,073 | -1.3% | 0.41% | -4.0% |
Q2 2022 | $95,329,000 | -5.6% | 937,357 | +4.1% | 0.43% | +0.9% |
Q1 2022 | $101,036,000 | +43.4% | 900,094 | +43.2% | 0.42% | +45.9% |
Q4 2021 | $70,478,000 | +9.4% | 628,651 | +0.9% | 0.29% | +0.7% |
Q3 2021 | $64,398,000 | -17.1% | 623,102 | -15.9% | 0.29% | -20.0% |
Q2 2021 | $77,637,000 | -20.9% | 741,020 | -23.7% | 0.36% | -28.9% |
Q1 2021 | $98,143,000 | +42.4% | 970,844 | +28.9% | 0.51% | +31.8% |
Q4 2020 | $68,933,000 | +7.6% | 753,287 | -4.8% | 0.38% | -7.0% |
Q3 2020 | $64,056,000 | +24.1% | 791,493 | +20.8% | 0.41% | +11.9% |
Q2 2020 | $51,624,000 | -4.0% | 655,293 | -13.8% | 0.37% | -18.9% |
Q1 2020 | $53,762,000 | -27.6% | 759,891 | -4.1% | 0.46% | -19.3% |
Q4 2019 | $74,290,000 | +7.7% | 792,767 | +2.0% | 0.56% | -2.3% |
Q3 2019 | $68,963,000 | +28.3% | 777,225 | +26.4% | 0.58% | +31.7% |
Q2 2019 | $53,743,000 | +0.4% | 615,049 | -1.6% | 0.44% | -9.5% |
Q1 2019 | $53,548,000 | +41.1% | 625,121 | +28.5% | 0.48% | +32.2% |
Q4 2018 | $37,942,000 | -14.1% | 486,501 | -4.1% | 0.37% | -9.0% |
Q3 2018 | $44,167,000 | +31003.5% | 507,137 | +29539.8% | 0.40% | +40100.0% |
Q2 2018 | $142,000 | +105.8% | 1,711 | +104.4% | 0.00% | 0.0% |
Q1 2018 | $69,000 | +19.0% | 837 | +22.9% | 0.00% | 0.0% |
Q4 2017 | $58,000 | +31.8% | 681 | +26.6% | 0.00% | 0.0% |
Q3 2017 | $44,000 | +4.8% | 538 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $42,000 | 0.0% | 538 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $42,000 | +2.4% | 538 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $41,000 | -4.7% | 538 | -10.3% | 0.00% | 0.0% |
Q3 2016 | $43,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $43,000 | +4.9% | 600 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $41,000 | +2.5% | 600 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $40,000 | -99.8% | 600 | -99.8% | 0.00% | -99.4% |
Q3 2015 | $16,928,000 | +85.5% | 270,214 | +99.4% | 0.18% | -6.8% |
Q2 2015 | $9,124,000 | -3.0% | 135,536 | -1.6% | 0.19% | -5.0% |
Q1 2015 | $9,409,000 | +2.5% | 137,759 | +3.2% | 0.20% | +0.5% |
Q4 2014 | $9,180,000 | +70.4% | 133,520 | +64.6% | 0.20% | +59.2% |
Q3 2014 | $5,388,000 | -53.2% | 81,130 | -53.3% | 0.12% | -49.0% |
Q2 2014 | $11,520,000 | +49.1% | 173,723 | +42.0% | 0.24% | +30.3% |
Q1 2014 | $7,724,000 | +3.0% | 122,375 | +1.7% | 0.19% | +5.6% |
Q4 2013 | $7,501,000 | -13.9% | 120,364 | -20.6% | 0.18% | -19.1% |
Q3 2013 | $8,716,000 | – | 151,609 | – | 0.22% | – |
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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% |