VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 444 filers reported holding VANGUARD WHITEHALL FDS in Q1 2016. The put-call ratio across all filers is 0.42 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $259 | 0.0% | 2,393 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $259 | -99.9% | 2,393 | -21.9% | 0.01% | -15.4% |
Q3 2022 | $291,000 | +8.6% | 3,063 | +16.3% | 0.01% | +30.0% |
Q2 2022 | $268,000 | -9.5% | 2,633 | -6.8% | 0.01% | 0.0% |
Q2 2021 | $296,000 | -5.4% | 2,824 | -8.9% | 0.01% | -16.7% |
Q1 2021 | $313,000 | -1.3% | 3,100 | -10.6% | 0.01% | -7.7% |
Q4 2020 | $317,000 | -38.7% | 3,468 | -52.5% | 0.01% | -61.8% |
Q1 2020 | $517,000 | +7.9% | 7,304 | +43.0% | 0.03% | +30.8% |
Q4 2019 | $479,000 | -2.8% | 5,108 | -8.0% | 0.03% | -23.5% |
Q3 2019 | $493,000 | -71.5% | 5,554 | -71.9% | 0.03% | -50.0% |
Q2 2019 | $1,730,000 | -19.3% | 19,796 | -20.9% | 0.07% | -21.8% |
Q1 2019 | $2,145,000 | -76.7% | 25,040 | -78.8% | 0.09% | -88.5% |
Q4 2018 | $9,202,000 | +298.5% | 117,994 | +345.1% | 0.76% | +779.1% |
Q3 2018 | $2,309,000 | -37.1% | 26,509 | -40.0% | 0.09% | -35.3% |
Q2 2018 | $3,669,000 | -18.3% | 44,178 | -18.9% | 0.13% | -0.7% |
Q1 2018 | $4,493,000 | -12.4% | 54,470 | -9.1% | 0.13% | -3.6% |
Q4 2017 | $5,130,000 | +1.8% | 59,912 | -3.6% | 0.14% | +0.7% |
Q3 2017 | $5,041,000 | +14.8% | 62,180 | +10.7% | 0.14% | +6.2% |
Q2 2017 | $4,390,000 | +8.0% | 56,165 | +7.3% | 0.13% | +4.8% |
Q1 2017 | $4,063,000 | +3.3% | 52,327 | +0.8% | 0.12% | +9.7% |
Q4 2016 | $3,932,000 | +132.5% | 51,896 | +121.4% | 0.11% | +61.4% |
Q3 2016 | $1,691,000 | +31.1% | 23,443 | +29.9% | 0.07% | +20.7% |
Q2 2016 | $1,290,000 | +0.8% | 18,050 | -2.6% | 0.06% | 0.0% |
Q1 2016 | $1,280,000 | -2.7% | 18,535 | -6.0% | 0.06% | -3.3% |
Q4 2015 | $1,316,000 | -15.4% | 19,722 | -14.6% | 0.06% | -22.1% |
Q2 2015 | $1,555,000 | +5.7% | 23,097 | +7.4% | 0.08% | +140.6% |
Q1 2015 | $1,471,000 | +7.8% | 21,500 | +8.4% | 0.03% | -61.4% |
Q4 2014 | $1,364,000 | +23.8% | 19,841 | +19.6% | 0.08% | +16.9% |
Q3 2014 | $1,102,000 | +21.2% | 16,593 | +21.1% | 0.07% | +18.3% |
Q2 2014 | $909,000 | +95.9% | 13,701 | +86.5% | 0.06% | +53.8% |
Q1 2014 | $464,000 | +38.1% | 7,348 | +25.6% | 0.04% | -2.5% |
Q3 2013 | $336,000 | – | 5,849 | – | 0.04% | – |
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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% |