VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 823 filers reported holding VANGUARD WHITEHALL FDS in Q1 2019. The put-call ratio across all filers is 0.26 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,169 | -53.4% | 1,995 | -61.4% | 0.13% | -45.1% |
| Q1 2019 | $442,000 | +10.0% | 5,166 | 0.0% | 0.24% | -2.5% |
| Q4 2018 | $402,000 | -10.5% | 5,166 | 0.0% | 0.24% | -10.3% |
| Q3 2018 | $449,000 | +4.7% | 5,166 | 0.0% | 0.27% | -0.4% |
| Q2 2018 | $429,000 | +0.7% | 5,166 | 0.0% | 0.27% | +5.4% |
| Q1 2018 | $426,000 | -3.6% | 5,166 | 0.0% | 0.26% | -3.4% |
| Q4 2017 | $442,000 | +5.7% | 5,166 | 0.0% | 0.27% | +1.1% |
| Q3 2017 | $418,000 | +3.7% | 5,166 | 0.0% | 0.26% | -0.8% |
| Q2 2017 | $403,000 | +0.5% | 5,166 | 0.0% | 0.27% | +2.7% |
| Q1 2017 | $401,000 | +2.6% | 5,166 | 0.0% | 0.26% | -2.3% |
| Q4 2016 | $391,000 | +5.1% | 5,166 | 0.0% | 0.26% | +15.7% |
| Q3 2016 | $372,000 | +0.8% | 5,166 | 0.0% | 0.23% | +0.4% |
| Q2 2016 | $369,000 | +3.7% | 5,166 | 0.0% | 0.23% | -1.7% |
| Q1 2016 | $356,000 | +3.5% | 5,166 | 0.0% | 0.23% | +2.2% |
| Q4 2015 | $344,000 | +3.3% | 5,166 | -2.9% | 0.23% | +4.1% |
| Q3 2015 | $333,000 | -7.0% | 5,322 | 0.0% | 0.22% | +1.9% |
| Q2 2015 | $358,000 | +1.4% | 5,322 | +3.0% | 0.21% | +0.5% |
| Q1 2015 | $353,000 | -0.6% | 5,166 | 0.0% | 0.21% | +5.4% |
| Q4 2014 | $355,000 | +3.5% | 5,166 | 0.0% | 0.20% | +13.5% |
| Q3 2014 | $343,000 | 0.0% | 5,166 | 0.0% | 0.18% | +1.7% |
| Q2 2014 | $343,000 | +5.2% | 5,166 | 0.0% | 0.18% | -1.7% |
| Q1 2014 | $326,000 | +1.2% | 5,166 | 0.0% | 0.18% | -26.4% |
| Q4 2013 | $322,000 | +8.4% | 5,166 | 0.0% | 0.24% | -6.6% |
| Q3 2013 | $297,000 | +2.1% | 5,166 | 0.0% | 0.26% | +8.4% |
| Q2 2013 | $291,000 | – | 5,166 | – | 0.24% | – |
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% |