VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 999 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,381 | -0.5% | 32,723 | +2.1% | 0.72% | +3.0% |
| Q2 2023 | $3,398 | +1.3% | 32,036 | +0.7% | 0.70% | -7.2% |
| Q1 2023 | $3,356 | +12.3% | 31,812 | +15.2% | 0.75% | +5.3% |
| Q4 2022 | $2,988 | -99.9% | 27,616 | +3.8% | 0.72% | +9.3% |
| Q3 2022 | $2,525,000 | +1.6% | 26,613 | +8.9% | 0.65% | +4.1% |
| Q2 2022 | $2,485,000 | -5.5% | 24,432 | +4.2% | 0.63% | +14.2% |
| Q1 2022 | $2,631,000 | +4.1% | 23,438 | +4.0% | 0.55% | +6.8% |
| Q4 2021 | $2,527,000 | +13.7% | 22,544 | +4.9% | 0.52% | +7.7% |
| Q3 2021 | $2,222,000 | +7.4% | 21,497 | +8.9% | 0.48% | +5.3% |
| Q2 2021 | $2,069,000 | +13.1% | 19,749 | +9.1% | 0.45% | +2.7% |
| Q1 2021 | $1,830,000 | +23.7% | 18,103 | +12.0% | 0.44% | +15.7% |
| Q4 2020 | $1,479,000 | +24.7% | 16,160 | +10.3% | 0.38% | +12.4% |
| Q3 2020 | $1,186,000 | +6.6% | 14,652 | +3.7% | 0.34% | -0.6% |
| Q2 2020 | $1,113,000 | +10.7% | 14,126 | -0.6% | 0.34% | -10.5% |
| Q1 2020 | $1,005,000 | -26.3% | 14,209 | +875.2% | 0.38% | -9.0% |
| Q4 2019 | $1,363,000 | +7.2% | 1,457 | -89.8% | 0.42% | -2.6% |
| Q3 2019 | $1,272,000 | +1.5% | 14,341 | 0.0% | 0.43% | +5.6% |
| Q2 2019 | $1,253,000 | +5.2% | 14,341 | +3.1% | 0.41% | +1.5% |
| Q1 2019 | $1,191,000 | +19.7% | 13,906 | +8.9% | 0.40% | +6.3% |
| Q4 2018 | $995,000 | -9.1% | 12,766 | +1.6% | 0.38% | +6.2% |
| Q3 2018 | $1,095,000 | -47.5% | 12,571 | -49.9% | 0.36% | -1.9% |
| Q2 2018 | $2,086,000 | +119.1% | 25,106 | +117.5% | 0.36% | +18.6% |
| Q1 2018 | $952,000 | -2.2% | 11,542 | +1.6% | 0.31% | -8.1% |
| Q4 2017 | $973,000 | +20.0% | 11,361 | +13.6% | 0.33% | +8.8% |
| Q3 2017 | $811,000 | -46.7% | 10,002 | -48.7% | 0.31% | +5.2% |
| Q2 2017 | $1,522,000 | -1.7% | 19,482 | -2.3% | 0.29% | -6.1% |
| Q1 2017 | $1,548,000 | +144.5% | 19,946 | +138.6% | 0.31% | +15.2% |
| Q4 2016 | $633,000 | +12.6% | 8,360 | +7.3% | 0.27% | +5.1% |
| Q3 2016 | $562,000 | +6.4% | 7,793 | +5.5% | 0.26% | +9.9% |
| Q2 2016 | $528,000 | +11.9% | 7,388 | +8.0% | 0.23% | +8.4% |
| Q1 2016 | $472,000 | -7.1% | 6,839 | -10.1% | 0.22% | -8.5% |
| Q4 2015 | $508,000 | +9.2% | 7,610 | +2.6% | 0.24% | -4.5% |
| Q3 2015 | $465,000 | +62.6% | 7,420 | +74.8% | 0.25% | +37.4% |
| Q2 2015 | $286,000 | +7.9% | 4,245 | +9.3% | 0.18% | -2.2% |
| Q1 2015 | $265,000 | +24.4% | 3,885 | +25.5% | 0.18% | +56.4% |
| Q4 2014 | $213,000 | – | 3,096 | – | 0.12% | – |
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% |