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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $812,000 | +21.0% | 7,751 | +16.7% | 0.42% | +47.9% |
| Q1 2021 | $671,000 | +28.1% | 6,642 | +16.0% | 0.29% | +16.3% |
| Q4 2020 | $524,000 | +29.1% | 5,727 | +14.0% | 0.25% | +18.3% |
| Q3 2020 | $406,000 | -3.1% | 5,022 | -5.5% | 0.21% | -6.7% |
| Q2 2020 | $419,000 | +15.4% | 5,317 | +3.7% | 0.22% | -3.0% |
| Q1 2020 | $363,000 | -37.1% | 5,127 | -16.7% | 0.23% | -11.2% |
| Q4 2019 | $577,000 | +5.7% | 6,157 | 0.0% | 0.26% | +3.6% |
| Q3 2019 | $546,000 | +1.5% | 6,157 | 0.0% | 0.25% | +1.2% |
| Q2 2019 | $538,000 | +13.7% | 6,157 | +11.4% | 0.25% | +21.1% |
| Q1 2019 | $473,000 | +32.9% | 5,527 | +20.9% | 0.20% | +21.4% |
| Q4 2018 | $356,000 | +6.6% | 4,570 | +19.3% | 0.17% | +34.4% |
| Q3 2018 | $334,000 | +25.1% | 3,830 | +19.1% | 0.12% | +12.6% |
| Q2 2018 | $267,000 | -62.8% | 3,215 | -63.0% | 0.11% | -46.1% |
| Q1 2018 | $717,000 | -3.1% | 8,697 | +0.7% | 0.21% | -5.1% |
| Q4 2017 | $740,000 | +5.7% | 8,637 | +0.0% | 0.22% | -7.7% |
| Q3 2017 | $700,000 | +52.2% | 8,636 | +46.6% | 0.24% | +43.3% |
| Q2 2017 | $460,000 | – | 5,891 | – | 0.16% | – |
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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% |