VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 467 filers reported holding VANGUARD WHITEHALL FDS in Q2 2016. The put-call ratio across all filers is 0.55 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,717,185 | -19.0% | 45,656 | -16.9% | 0.18% | -15.3% |
Q2 2023 | $5,825,541 | -17.2% | 54,921 | -17.6% | 0.21% | -10.7% |
Q1 2023 | $7,033,352 | -7.3% | 66,666 | -4.9% | 0.23% | -13.7% |
Q4 2022 | $7,586,141 | +4.4% | 70,105 | -8.4% | 0.27% | -2.2% |
Q3 2022 | $7,264,000 | +2.6% | 76,564 | +9.9% | 0.28% | +12.6% |
Q2 2022 | $7,083,000 | -6.4% | 69,645 | +3.3% | 0.25% | +8.4% |
Q1 2022 | $7,571,000 | +27.3% | 67,445 | +27.1% | 0.23% | +36.7% |
Q4 2021 | $5,949,000 | +12.1% | 53,060 | +3.3% | 0.17% | +3.8% |
Q3 2021 | $5,309,000 | -5.0% | 51,370 | -3.7% | 0.16% | -4.2% |
Q2 2021 | $5,588,000 | +4.5% | 53,332 | +0.9% | 0.17% | -2.3% |
Q1 2021 | $5,345,000 | +7.3% | 52,873 | -2.8% | 0.17% | +1.2% |
Q4 2020 | $4,980,000 | +14.3% | 54,423 | +1.1% | 0.17% | -1.7% |
Q3 2020 | $4,358,000 | -5.8% | 53,846 | -8.3% | 0.17% | -15.3% |
Q2 2020 | $4,624,000 | +26.3% | 58,696 | +13.4% | 0.20% | -6.5% |
Q1 2020 | $3,662,000 | -21.3% | 51,764 | +4.3% | 0.22% | +10.7% |
Q4 2019 | $4,653,000 | +9.5% | 49,650 | +3.7% | 0.20% | -3.9% |
Q3 2019 | $4,250,000 | +1.8% | 47,895 | +0.2% | 0.20% | -5.1% |
Q2 2019 | $4,175,000 | +3.9% | 47,778 | +1.9% | 0.22% | -5.7% |
Q1 2019 | $4,017,000 | +23.4% | 46,896 | +12.4% | 0.23% | -3.8% |
Q4 2018 | $3,254,000 | -4.2% | 41,721 | +6.9% | 0.24% | +18.5% |
Q3 2018 | $3,398,000 | -6.7% | 39,011 | -11.0% | 0.20% | -18.0% |
Q2 2018 | $3,641,000 | -5.3% | 43,841 | -5.9% | 0.24% | -13.2% |
Q1 2018 | $3,843,000 | -6.1% | 46,592 | -2.5% | 0.28% | -10.8% |
Q4 2017 | $4,093,000 | +12.1% | 47,800 | +6.1% | 0.32% | +4.7% |
Q3 2017 | $3,651,000 | +3.8% | 45,031 | +0.0% | 0.30% | -9.1% |
Q2 2017 | $3,518,000 | -2.0% | 45,013 | -2.6% | 0.33% | -4.9% |
Q1 2017 | $3,589,000 | +2.0% | 46,225 | -0.4% | 0.35% | -9.6% |
Q4 2016 | $3,518,000 | +4.5% | 46,428 | -0.5% | 0.38% | -3.5% |
Q3 2016 | $3,367,000 | +1.5% | 46,671 | +0.5% | 0.40% | -7.9% |
Q2 2016 | $3,318,000 | +5.7% | 46,438 | +2.1% | 0.43% | +0.9% |
Q1 2016 | $3,139,000 | +10.2% | 45,467 | +6.5% | 0.43% | +7.5% |
Q4 2015 | $2,849,000 | +29.9% | 42,682 | +21.9% | 0.40% | +14.7% |
Q3 2015 | $2,194,000 | -31.2% | 35,015 | -26.1% | 0.35% | -20.9% |
Q2 2015 | $3,190,000 | +3.2% | 47,384 | +4.7% | 0.44% | +7.3% |
Q1 2015 | $3,092,000 | +15.0% | 45,269 | +15.7% | 0.41% | +15.5% |
Q4 2014 | $2,689,000 | – | 39,111 | – | 0.36% | – |
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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% |