VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 426 filers reported holding VANGUARD WHITEHALL FDS in Q4 2015. The put-call ratio across all filers is 1.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $766,672 | -2.1% | 7,420 | +0.5% | 0.08% | +2.4% |
| Q2 2023 | $783,336 | +0.9% | 7,385 | +0.3% | 0.08% | -5.7% |
| Q1 2023 | $776,534 | -0.5% | 7,361 | +2.0% | 0.09% | -7.4% |
| Q4 2022 | $780,715 | +14.6% | 7,215 | +0.6% | 0.10% | +9.2% |
| Q3 2022 | $681,000 | -6.2% | 7,174 | +0.5% | 0.09% | +1.2% |
| Q2 2022 | $726,000 | -4.2% | 7,140 | +0.5% | 0.09% | -3.4% |
| Q1 2022 | $758,000 | -2.6% | 7,102 | +2.3% | 0.09% | +20.3% |
| Q4 2021 | $778,000 | +9.9% | 6,939 | +1.2% | 0.07% | -1.3% |
| Q3 2021 | $708,000 | -9.2% | 6,854 | -13.1% | 0.08% | +38.9% |
| Q2 2021 | $780,000 | +108.6% | 7,886 | +113.4% | 0.05% | +22.7% |
| Q1 2021 | $374,000 | +16.5% | 3,695 | +5.5% | 0.04% | -4.3% |
| Q4 2020 | $321,000 | +13.4% | 3,503 | +0.1% | 0.05% | -11.5% |
| Q3 2020 | $283,000 | +6.4% | 3,500 | +3.8% | 0.05% | -11.9% |
| Q2 2020 | $266,000 | +28.5% | 3,373 | +26.8% | 0.06% | +11.3% |
| Q1 2017 | $207,000 | -43.1% | 2,660 | -47.8% | 0.05% | -51.8% |
| Q2 2016 | $364,000 | +3.4% | 5,099 | 0.0% | 0.11% | -0.9% |
| Q1 2016 | $352,000 | +3.5% | 5,099 | 0.0% | 0.11% | +0.9% |
| Q4 2015 | $340,000 | +6.6% | 5,099 | 0.0% | 0.11% | -7.6% |
| Q3 2015 | $319,000 | -6.2% | 5,099 | +1.1% | 0.12% | +16.7% |
| Q2 2015 | $340,000 | -1.4% | 5,046 | 0.0% | 0.10% | -1.9% |
| Q1 2015 | $345,000 | 0.0% | 5,046 | +0.4% | 0.10% | -10.3% |
| Q4 2014 | $345,000 | +4.2% | 5,025 | +0.8% | 0.12% | -4.1% |
| Q3 2014 | $331,000 | +0.9% | 4,985 | +0.7% | 0.12% | +3.4% |
| Q2 2014 | $328,000 | +5.1% | 4,951 | +0.3% | 0.12% | -4.1% |
| Q1 2014 | $312,000 | +1.6% | 4,938 | +0.2% | 0.12% | -19.2% |
| Q4 2013 | $307,000 | +8.9% | 4,927 | +0.3% | 0.15% | -8.5% |
| Q3 2013 | $282,000 | +2.2% | 4,912 | +0.3% | 0.16% | -13.6% |
| Q2 2013 | $276,000 | – | 4,899 | – | 0.19% | – |
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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% |