VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 690 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $666,527 | -4.0% | 6,451 | -1.5% | 0.40% | -5.4% |
Q2 2023 | $694,392 | -1.6% | 6,546 | -2.2% | 0.42% | -6.4% |
Q1 2023 | $705,949 | -5.6% | 6,691 | -3.2% | 0.45% | -16.6% |
Q4 2022 | $747,642 | +15.9% | 6,909 | +1.6% | 0.54% | +16.3% |
Q3 2022 | $645,000 | -10.3% | 6,801 | -3.8% | 0.47% | -1.9% |
Q2 2022 | $719,000 | -15.7% | 7,068 | -7.0% | 0.48% | +6.5% |
Q1 2022 | $853,000 | -11.7% | 7,601 | -11.7% | 0.45% | +1.1% |
Q4 2021 | $966,000 | +6.5% | 8,612 | -1.9% | 0.44% | -1.1% |
Q3 2021 | $907,000 | -48.5% | 8,777 | -47.7% | 0.45% | -48.3% |
Q2 2021 | $1,760,000 | +0.2% | 16,794 | -3.4% | 0.86% | -8.5% |
Q1 2021 | $1,757,000 | +22.5% | 17,382 | +10.9% | 0.94% | +7.9% |
Q4 2020 | $1,434,000 | +4.7% | 15,673 | -7.3% | 0.88% | -3.8% |
Q3 2020 | $1,369,000 | +6.3% | 16,915 | +3.5% | 0.91% | +1.4% |
Q2 2020 | $1,288,000 | +59.6% | 16,346 | +43.3% | 0.90% | +25.1% |
Q1 2020 | $807,000 | -9.0% | 11,406 | +20.6% | 0.72% | +22.6% |
Q4 2019 | $887,000 | +5.5% | 9,461 | -0.2% | 0.58% | +4.5% |
Q3 2019 | $841,000 | +12.4% | 9,481 | +10.7% | 0.56% | +10.2% |
Q2 2019 | $748,000 | +4.2% | 8,562 | +2.2% | 0.51% | +3.9% |
Q1 2019 | $718,000 | +12.2% | 8,377 | +2.2% | 0.49% | -3.0% |
Q4 2018 | $640,000 | -11.2% | 8,200 | -0.9% | 0.50% | +33.7% |
Q3 2018 | $721,000 | +4.8% | 8,274 | -0.0% | 0.38% | +10.2% |
Q2 2018 | $688,000 | -2.1% | 8,278 | -2.9% | 0.34% | +7.9% |
Q1 2018 | $703,000 | -2.9% | 8,521 | +0.7% | 0.32% | +6.0% |
Q4 2017 | $724,000 | +15.8% | 8,459 | +9.7% | 0.30% | +12.8% |
Q3 2017 | $625,000 | +18.8% | 7,714 | +14.7% | 0.26% | +12.8% |
Q2 2017 | $526,000 | +4.4% | 6,727 | +3.7% | 0.24% | +4.4% |
Q1 2017 | $504,000 | +67.4% | 6,485 | +63.0% | 0.22% | +58.5% |
Q4 2016 | $301,000 | -12.2% | 3,978 | -16.4% | 0.14% | -18.4% |
Q3 2016 | $343,000 | -27.8% | 4,759 | -28.3% | 0.17% | -27.5% |
Q2 2016 | $475,000 | -40.1% | 6,642 | -42.2% | 0.24% | -33.9% |
Q1 2016 | $793,000 | -12.2% | 11,484 | -15.1% | 0.36% | -6.2% |
Q4 2015 | $903,000 | -8.5% | 13,532 | -14.1% | 0.39% | -18.4% |
Q3 2015 | $987,000 | +4.6% | 15,750 | +12.4% | 0.47% | +25.4% |
Q2 2015 | $944,000 | +1.5% | 14,016 | +2.9% | 0.38% | -2.1% |
Q1 2015 | $930,000 | +57.4% | 13,618 | +58.3% | 0.39% | +37.9% |
Q4 2014 | $591,000 | +34.0% | 8,603 | +29.7% | 0.28% | +25.6% |
Q3 2014 | $441,000 | – | 6,634 | – | 0.22% | – |
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% |