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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $700,000 | -24.5% | 9,891 | 0.0% | 0.09% | -1.1% |
| Q4 2019 | $927,000 | +3.6% | 9,891 | -2.0% | 0.09% | +3.3% |
| Q3 2019 | $895,000 | +81.5% | 10,091 | +78.9% | 0.09% | +76.5% |
| Q2 2019 | $493,000 | -27.8% | 5,641 | -28.2% | 0.05% | -27.1% |
| Q1 2019 | $683,000 | +29.1% | 7,853 | +15.7% | 0.07% | -24.7% |
| Q4 2018 | $529,000 | -10.5% | 6,787 | 0.0% | 0.09% | +1.1% |
| Q3 2018 | $591,000 | +55.5% | 6,787 | +48.3% | 0.09% | +43.8% |
| Q2 2018 | $380,000 | -4.5% | 4,575 | -5.2% | 0.06% | -7.2% |
| Q1 2018 | $398,000 | -3.6% | 4,825 | 0.0% | 0.07% | -2.8% |
| Q4 2017 | $413,000 | -4.8% | 4,825 | -9.8% | 0.07% | -9.0% |
| Q3 2017 | $434,000 | -4.2% | 5,350 | -7.8% | 0.08% | -4.9% |
| Q2 2017 | $453,000 | -4.4% | 5,800 | -4.9% | 0.08% | -4.7% |
| Q1 2017 | $474,000 | +3.7% | 6,100 | +1.2% | 0.09% | 0.0% |
| Q4 2016 | $457,000 | +5.1% | 6,030 | 0.0% | 0.09% | +3.6% |
| Q3 2016 | $435,000 | +5.8% | 6,030 | +4.9% | 0.08% | +3.8% |
| Q2 2016 | $411,000 | +3.5% | 5,750 | 0.0% | 0.08% | 0.0% |
| Q1 2016 | $397,000 | -8.5% | 5,750 | -11.5% | 0.08% | -11.1% |
| Q4 2015 | $434,000 | +6.6% | 6,500 | 0.0% | 0.09% | +2.3% |
| Q3 2015 | $407,000 | -6.7% | 6,500 | 0.0% | 0.09% | 0.0% |
| Q2 2015 | $436,000 | -1.8% | 6,500 | 0.0% | 0.09% | +2.3% |
| Q1 2015 | $444,000 | +0.2% | 6,500 | +0.8% | 0.09% | -1.1% |
| Q4 2014 | $443,000 | -1.1% | 6,450 | -4.4% | 0.09% | -6.5% |
| Q3 2014 | $448,000 | -0.2% | 6,750 | 0.0% | 0.09% | 0.0% |
| Q2 2014 | $449,000 | +5.4% | 6,750 | 0.0% | 0.09% | -1.1% |
| Q1 2014 | $426,000 | +1.2% | 6,750 | 0.0% | 0.09% | 0.0% |
| Q4 2013 | $421,000 | -18.3% | 6,750 | -24.6% | 0.09% | -25.4% |
| Q3 2013 | $515,000 | +2.0% | 8,950 | 0.0% | 0.13% | -4.5% |
| Q2 2013 | $505,000 | – | 8,950 | – | 0.13% | – |
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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% |