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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $71,000 | +9.2% | 630 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $65,000 | -1.5% | 630 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $66,000 | +3.1% | 630 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $64,000 | +10.3% | 630 | 0.0% | 0.01% | +7.7% |
| Q4 2020 | $58,000 | +13.7% | 630 | 0.0% | 0.01% | +8.3% |
| Q3 2020 | $51,000 | +2.0% | 630 | 0.0% | 0.01% | +33.3% |
| Q2 2020 | $50,000 | -80.9% | 630 | -82.9% | 0.01% | -84.2% |
| Q1 2020 | $262,000 | +149.5% | 3,685 | +229.0% | 0.06% | +171.4% |
| Q4 2019 | $105,000 | +144.2% | 1,120 | +128.6% | 0.02% | +110.0% |
| Q3 2019 | $43,000 | +760.0% | 490 | +790.9% | 0.01% | +900.0% |
| Q2 2019 | $5,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | -88.1% | 55 | -89.8% | 0.00% | -91.7% |
| Q4 2018 | $42,000 | -10.6% | 541 | 0.0% | 0.01% | +9.1% |
| Q3 2018 | $47,000 | +4.4% | 541 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $45,000 | +12.5% | 541 | +11.3% | 0.01% | 0.0% |
| Q1 2018 | $40,000 | -2.4% | 486 | 0.0% | 0.01% | -8.3% |
| Q4 2017 | $41,000 | +5.1% | 486 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $39,000 | +2.6% | 486 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $38,000 | 0.0% | 486 | 0.0% | 0.01% | -7.7% |
| Q1 2017 | $38,000 | +2.7% | 486 | 0.0% | 0.01% | -7.1% |
| Q4 2016 | $37,000 | +5.7% | 486 | 0.0% | 0.01% | -6.7% |
| Q3 2016 | $35,000 | – | 486 | – | 0.02% | – |
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% |