VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $119,066,814 | +2.2% | 1,152,408 | +4.9% | 0.75% | -7.2% |
Q2 2023 | $116,496,248 | +1.7% | 1,098,296 | +1.2% | 0.81% | -4.1% |
Q1 2023 | $114,549,999 | +4.0% | 1,085,782 | +6.7% | 0.84% | -5.4% |
Q4 2022 | $110,091,908 | +26.3% | 1,017,391 | +10.7% | 0.89% | -17.6% |
Q3 2022 | $87,179,000 | -2.0% | 918,830 | +5.0% | 1.08% | -5.1% |
Q2 2022 | $88,965,000 | -1.8% | 874,779 | +8.3% | 1.14% | +3.7% |
Q1 2022 | $90,638,000 | +5.0% | 807,461 | +4.8% | 1.10% | +4.1% |
Q4 2021 | $86,351,000 | +17.1% | 770,239 | +8.0% | 1.06% | +5.9% |
Q3 2021 | $73,733,000 | +4.9% | 713,433 | +6.4% | 1.00% | +0.7% |
Q2 2021 | $70,263,000 | +43.4% | 670,644 | +38.4% | 0.99% | -4.6% |
Q1 2021 | $48,990,000 | +15.0% | 484,620 | +4.1% | 1.04% | +5.4% |
Q4 2020 | $42,585,000 | +16.3% | 465,361 | +2.9% | 0.99% | +3.6% |
Q3 2020 | $36,603,000 | +3.0% | 452,277 | +0.3% | 0.95% | +0.6% |
Q2 2020 | $35,536,000 | +22.1% | 451,084 | +9.7% | 0.95% | -1.5% |
Q1 2020 | $29,093,000 | -27.4% | 411,203 | -3.8% | 0.96% | -10.4% |
Q4 2019 | $40,053,000 | +12.7% | 427,428 | +6.7% | 1.07% | -0.1% |
Q3 2019 | $35,542,000 | +3.9% | 400,578 | +2.3% | 1.07% | +2.0% |
Q2 2019 | $34,214,000 | +9.7% | 391,524 | +7.6% | 1.05% | +3.8% |
Q1 2019 | $31,191,000 | +14.3% | 363,975 | +4.0% | 1.01% | -4.1% |
Q4 2018 | $27,282,000 | -17.3% | 349,880 | -7.7% | 1.06% | -8.0% |
Q3 2018 | $32,994,000 | +145.0% | 379,001 | +131.8% | 1.15% | +93.6% |
Q1 2018 | $13,469,000 | -3.4% | 163,511 | +0.5% | 0.59% | +1.4% |
Q4 2017 | $13,937,000 | +4.2% | 162,680 | -1.5% | 0.58% | -3.9% |
Q3 2017 | $13,379,000 | +5.1% | 165,194 | +1.5% | 0.61% | +1.5% |
Q2 2017 | $12,733,000 | -0.3% | 162,720 | -1.2% | 0.60% | -1.5% |
Q1 2017 | $12,777,000 | +1.5% | 164,629 | -0.8% | 0.61% | -6.7% |
Q4 2016 | $12,582,000 | -14.4% | 165,930 | -18.5% | 0.65% | +16.4% |
Q3 2016 | $14,692,000 | +15.5% | 203,664 | +14.5% | 0.56% | -24.1% |
Q2 2016 | $12,716,000 | +10.6% | 177,904 | +6.7% | 0.74% | +3.2% |
Q1 2016 | $11,497,000 | +44.7% | 166,742 | +40.0% | 0.72% | +41.2% |
Q4 2015 | $7,946,000 | +10.9% | 119,068 | +4.2% | 0.51% | +3.5% |
Q3 2015 | $7,166,000 | -32.2% | 114,297 | -26.2% | 0.49% | -27.6% |
Q2 2015 | $10,567,000 | 0.0% | 154,822 | 0.0% | 0.68% | -0.1% |
Q1 2015 | $10,567,000 | -6.2% | 154,822 | -5.5% | 0.68% | -14.9% |
Q4 2014 | $11,268,000 | +18.6% | 163,761 | +14.4% | 0.80% | +23.2% |
Q3 2014 | $9,501,000 | +8.5% | 143,117 | +8.4% | 0.65% | +12.5% |
Q2 2014 | $8,755,000 | +8.7% | 132,062 | +3.5% | 0.58% | -0.5% |
Q1 2014 | $8,051,000 | +4.4% | 127,560 | +3.2% | 0.58% | -1.9% |
Q4 2013 | $7,709,000 | +9.4% | 123,621 | +0.9% | 0.59% | -3.4% |
Q3 2013 | $7,046,000 | +7.8% | 122,549 | +5.7% | 0.61% | -6.2% |
Q2 2013 | $6,538,000 | -9.5% | 115,951 | -12.1% | 0.65% | -11.1% |
Q1 2013 | $7,222,000 | – | 131,937 | – | 0.73% | – |
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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% |