VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 368 filers reported holding VANGUARD WHITEHALL FDS in Q1 2015. The put-call ratio across all filers is 1.32 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $390,756 | -27.0% | 3,782 | -25.1% | 0.05% | -25.4% |
Q2 2023 | $535,608 | +0.5% | 5,050 | 0.0% | 0.06% | -13.7% |
Q1 2023 | $532,730 | -3.9% | 5,050 | -1.4% | 0.07% | -8.8% |
Q4 2022 | $554,144 | -27.5% | 5,121 | -36.4% | 0.08% | -38.9% |
Q3 2022 | $764,000 | +31.0% | 8,052 | +40.5% | 0.13% | +35.1% |
Q2 2022 | $583,000 | -4.4% | 5,731 | +5.4% | 0.10% | -14.9% |
Q1 2022 | $610,000 | +69.4% | 5,438 | +69.2% | 0.11% | +93.2% |
Q4 2021 | $360,000 | -68.9% | 3,214 | -71.3% | 0.06% | -77.0% |
Q3 2021 | $1,159,000 | -1.4% | 11,214 | 0.0% | 0.26% | -9.8% |
Q2 2021 | $1,175,000 | +284.0% | 11,214 | +270.5% | 0.28% | +239.3% |
Q1 2021 | $306,000 | +10.5% | 3,027 | 0.0% | 0.08% | -2.3% |
Q4 2020 | $277,000 | +13.1% | 3,027 | 0.0% | 0.09% | 0.0% |
Q3 2020 | $245,000 | +2.9% | 3,027 | 0.0% | 0.09% | -9.5% |
Q2 2020 | $238,000 | +11.2% | 3,027 | 0.0% | 0.10% | -3.1% |
Q1 2020 | $214,000 | -24.6% | 3,027 | 0.0% | 0.10% | -1.0% |
Q4 2019 | $284,000 | -8.7% | 3,027 | -13.8% | 0.10% | +8.8% |
Q3 2019 | $311,000 | +1.3% | 3,510 | 0.0% | 0.09% | -3.2% |
Q2 2019 | $307,000 | +2.3% | 3,510 | +0.2% | 0.09% | +1.1% |
Q1 2019 | $300,000 | +7.1% | 3,502 | -2.4% | 0.09% | -4.1% |
Q4 2018 | $280,000 | -4.8% | 3,589 | +6.4% | 0.10% | +1.0% |
Q3 2018 | $294,000 | +5.0% | 3,373 | 0.0% | 0.10% | -32.4% |
Q2 2018 | $280,000 | +0.7% | 3,373 | 0.0% | 0.14% | -6.0% |
Q1 2018 | $278,000 | -37.1% | 3,373 | -34.6% | 0.15% | -38.4% |
Q4 2017 | $442,000 | +95.6% | 5,161 | +85.2% | 0.24% | +82.8% |
Q3 2017 | $226,000 | +3.7% | 2,787 | 0.0% | 0.13% | -1.5% |
Q2 2017 | $218,000 | +0.9% | 2,787 | 0.0% | 0.14% | +4.6% |
Q1 2017 | $216,000 | -9.6% | 2,787 | -11.6% | 0.13% | -12.8% |
Q4 2016 | $239,000 | +5.3% | 3,151 | 0.0% | 0.15% | -2.6% |
Q3 2016 | $227,000 | +127.0% | 3,151 | +124.9% | 0.15% | +112.5% |
Q2 2016 | $100,000 | +38.9% | 1,401 | +35.1% | 0.07% | +30.9% |
Q1 2016 | $72,000 | -43.8% | 1,037 | -45.8% | 0.06% | -42.7% |
Q4 2015 | $128,000 | +73.0% | 1,912 | +61.1% | 0.10% | +65.5% |
Q3 2015 | $74,000 | -7.5% | 1,187 | 0.0% | 0.06% | +1.8% |
Q2 2015 | $80,000 | -1.2% | 1,187 | 0.0% | 0.06% | +1.8% |
Q1 2015 | $81,000 | -1.2% | 1,187 | 0.0% | 0.06% | -6.7% |
Q4 2014 | $82,000 | +3.8% | 1,187 | 0.0% | 0.06% | -13.0% |
Q3 2014 | $79,000 | +31.7% | 1,187 | +31.2% | 0.07% | +27.8% |
Q2 2014 | $60,000 | +5.3% | 905 | 0.0% | 0.05% | -12.9% |
Q1 2014 | $57,000 | -35.2% | 905 | -35.6% | 0.06% | +26.5% |
Q4 2013 | $88,000 | +69.2% | 1,405 | +55.2% | 0.05% | +53.1% |
Q3 2013 | $52,000 | -20.0% | 905 | -21.8% | 0.03% | -33.3% |
Q2 2013 | $65,000 | – | 1,157 | – | 0.05% | – |
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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% |