VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $407,842,328 | -2.9% | 3,947,370 | -0.3% | 0.54% | -2.7% |
Q2 2023 | $419,918,812 | -4.2% | 3,958,884 | -4.8% | 0.56% | -11.6% |
Q1 2023 | $438,547,134 | -7.8% | 4,156,845 | -5.4% | 0.63% | -11.6% |
Q4 2022 | $475,423,502 | +13.8% | 4,393,526 | -0.2% | 0.72% | -1.1% |
Q3 2022 | $417,829,000 | -8.8% | 4,403,764 | -2.3% | 0.72% | -4.2% |
Q2 2022 | $458,270,000 | +1.8% | 4,506,096 | +12.4% | 0.76% | +8.3% |
Q1 2022 | $450,137,000 | +8.5% | 4,010,131 | +8.4% | 0.70% | +4.7% |
Q4 2021 | $414,812,000 | +4.7% | 3,700,046 | -3.5% | 0.67% | -5.3% |
Q3 2021 | $396,299,000 | -36.8% | 3,834,537 | -36.0% | 0.70% | -36.9% |
Q2 2021 | $627,249,000 | +260.0% | 5,986,912 | +247.4% | 1.11% | +217.4% |
Q1 2021 | $174,214,000 | +17.2% | 1,723,347 | +6.1% | 0.35% | +7.3% |
Q4 2020 | $148,638,000 | +12.8% | 1,624,279 | -0.3% | 0.33% | -4.9% |
Q3 2020 | $131,812,000 | +33.3% | 1,628,716 | +29.8% | 0.34% | +20.3% |
Q2 2020 | $98,853,000 | +17.0% | 1,254,796 | +5.1% | 0.29% | -4.7% |
Q1 2020 | $84,502,000 | +1.1% | 1,194,375 | +33.9% | 0.30% | +19.5% |
Q4 2019 | $83,596,000 | +9.5% | 892,072 | +3.7% | 0.25% | +0.8% |
Q3 2019 | $76,322,000 | +1.5% | 860,159 | -0.0% | 0.25% | -1.6% |
Q2 2019 | $75,164,000 | +0.3% | 860,201 | -1.7% | 0.25% | -6.3% |
Q1 2019 | $74,941,000 | +11.9% | 874,870 | +1.8% | 0.27% | -1.8% |
Q4 2018 | $66,998,000 | -11.5% | 859,069 | -1.2% | 0.28% | -2.1% |
Q3 2018 | $75,699,000 | +8.8% | 869,202 | +3.8% | 0.28% | +2.9% |
Q2 2018 | $69,557,000 | -1.5% | 837,533 | -2.2% | 0.27% | -4.9% |
Q1 2018 | $70,613,000 | +1.5% | 856,018 | +5.3% | 0.29% | -4.3% |
Q4 2017 | $69,602,000 | +11.8% | 812,828 | +5.8% | 0.30% | +3.8% |
Q3 2017 | $62,279,000 | +6.4% | 768,213 | +2.6% | 0.29% | -2.4% |
Q2 2017 | $58,549,000 | +10.7% | 749,093 | +10.0% | 0.30% | +2.4% |
Q1 2017 | $52,899,000 | +10.9% | 681,253 | +8.2% | 0.29% | -0.3% |
Q4 2016 | $47,688,000 | +6.6% | 629,382 | +1.5% | 0.29% | +1.8% |
Q3 2016 | $44,740,000 | -1.4% | 620,184 | -2.3% | 0.28% | -13.4% |
Q2 2016 | $45,382,000 | +8.0% | 635,059 | +4.3% | 0.33% | +0.3% |
Q1 2016 | $42,037,000 | +10.9% | 608,872 | +7.2% | 0.33% | +5.1% |
Q4 2015 | $37,906,000 | +10.6% | 567,885 | +3.8% | 0.31% | +3.0% |
Q3 2015 | $34,272,000 | +0.3% | 547,041 | +7.8% | 0.30% | -2.3% |
Q2 2015 | $34,166,000 | +2.2% | 507,511 | +3.7% | 0.31% | -1.3% |
Q1 2015 | $33,419,000 | +6.0% | 489,291 | +6.7% | 0.31% | -4.3% |
Q4 2014 | $31,514,000 | +12.8% | 458,380 | +9.0% | 0.33% | +1.2% |
Q3 2014 | $27,934,000 | +0.1% | 420,630 | -0.0% | 0.32% | -10.5% |
Q2 2014 | $27,900,000 | +22.1% | 420,716 | +16.3% | 0.36% | +5.2% |
Q1 2014 | $22,843,000 | +23.9% | 361,897 | +22.3% | 0.34% | +9.2% |
Q4 2013 | $18,439,000 | +31.7% | 295,883 | +21.5% | 0.32% | +13.3% |
Q3 2013 | $14,005,000 | +51.9% | 243,609 | +49.0% | 0.28% | +29.9% |
Q2 2013 | $9,218,000 | – | 163,530 | – | 0.21% | – |
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% |