VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,599,287 | -3.2% | 25,158 | -0.7% | 0.91% | +1.0% |
Q2 2023 | $2,686,078 | +1.5% | 25,324 | +0.9% | 0.90% | -0.2% |
Q1 2023 | $2,647,485 | -4.3% | 25,095 | -1.9% | 0.90% | -3.4% |
Q4 2022 | $2,767,280 | +13.5% | 25,573 | -0.5% | 0.93% | -0.4% |
Q3 2022 | $2,438,000 | -5.7% | 25,698 | +1.1% | 0.94% | +3.1% |
Q2 2022 | $2,586,000 | -11.2% | 25,426 | -2.0% | 0.91% | -6.8% |
Q1 2022 | $2,913,000 | -2.4% | 25,947 | -2.6% | 0.98% | -4.1% |
Q4 2021 | $2,986,000 | +6.9% | 26,635 | -1.4% | 1.02% | +0.2% |
Q3 2021 | $2,792,000 | -7.7% | 27,014 | -6.5% | 1.02% | -7.4% |
Q2 2021 | $3,026,000 | -0.7% | 28,879 | -4.2% | 1.10% | -3.5% |
Q1 2021 | $3,047,000 | -61.8% | 30,140 | -65.4% | 1.14% | -65.7% |
Q4 2020 | $7,978,000 | +8.3% | 87,181 | -4.2% | 3.31% | -7.0% |
Q3 2020 | $7,364,000 | -7.6% | 90,990 | -10.1% | 3.56% | -9.5% |
Q2 2020 | $7,974,000 | +9.2% | 101,216 | -1.9% | 3.93% | -5.9% |
Q1 2020 | $7,299,000 | -25.5% | 103,171 | -1.3% | 4.18% | -4.5% |
Q4 2019 | $9,800,000 | +7.1% | 104,573 | +1.4% | 4.37% | +0.1% |
Q3 2019 | $9,153,000 | +1.4% | 103,151 | -0.1% | 4.37% | -1.0% |
Q2 2019 | $9,024,000 | +2.5% | 103,277 | +0.5% | 4.42% | +1.7% |
Q1 2019 | $8,801,000 | +13.9% | 102,740 | +3.7% | 4.34% | +0.6% |
Q4 2018 | $7,727,000 | -9.1% | 99,076 | +1.5% | 4.32% | -0.6% |
Q3 2018 | $8,500,000 | +5.8% | 97,597 | +0.8% | 4.34% | -1.9% |
Q2 2018 | $8,037,000 | -0.9% | 96,776 | -1.6% | 4.43% | -2.1% |
Q1 2018 | $8,114,000 | -4.2% | 98,367 | -0.6% | 4.52% | +0.0% |
Q4 2017 | $8,473,000 | +0.8% | 98,944 | -4.6% | 4.52% | -5.2% |
Q3 2017 | $8,406,000 | +13.8% | 103,692 | +9.7% | 4.77% | +6.5% |
Q2 2017 | $7,387,000 | -1.3% | 94,509 | -2.0% | 4.47% | -3.8% |
Q1 2017 | $7,486,000 | -0.1% | 96,404 | -2.5% | 4.65% | -5.0% |
Q4 2016 | $7,492,000 | +2.3% | 98,873 | -2.6% | 4.90% | +1.7% |
Q3 2016 | $7,324,000 | +3.0% | 101,525 | +2.0% | 4.81% | -0.1% |
Q2 2016 | $7,113,000 | +7.1% | 99,536 | +3.5% | 4.82% | +1.4% |
Q1 2016 | $6,639,000 | +17.9% | 96,161 | +14.0% | 4.75% | +11.5% |
Q4 2015 | $5,629,000 | +23.5% | 84,326 | +15.9% | 4.26% | +15.7% |
Q3 2015 | $4,558,000 | +11.8% | 72,749 | +20.1% | 3.68% | +18.1% |
Q2 2015 | $4,076,000 | -0.4% | 60,554 | +1.0% | 3.12% | +0.2% |
Q1 2015 | $4,094,000 | +9.9% | 59,945 | +10.6% | 3.11% | +13.3% |
Q4 2014 | $3,725,000 | +15.3% | 54,184 | +11.4% | 2.75% | +12.7% |
Q3 2014 | $3,231,000 | +3.1% | 48,658 | +3.0% | 2.44% | +3.3% |
Q2 2014 | $3,134,000 | -5.2% | 47,255 | -9.7% | 2.36% | -7.8% |
Q1 2014 | $3,305,000 | +28.5% | 52,354 | +26.9% | 2.56% | +24.5% |
Q4 2013 | $2,571,000 | – | 41,249 | – | 2.06% | – |
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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% |