VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 787 filers reported holding VANGUARD WHITEHALL FDS in Q4 2018. The put-call ratio across all filers is 0.16 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,865,486 | -2.5% | 18,055 | +0.1% | 0.31% | +0.3% |
Q2 2023 | $1,912,934 | +0.2% | 18,035 | -0.4% | 0.31% | -8.8% |
Q1 2023 | $1,909,454 | +2.1% | 18,099 | +4.7% | 0.34% | -5.8% |
Q4 2022 | $1,870,518 | -2.7% | 17,286 | -14.7% | 0.36% | -11.1% |
Q3 2022 | $1,923,000 | +47.2% | 20,266 | +57.8% | 0.40% | +45.7% |
Q2 2022 | $1,306,000 | -12.9% | 12,840 | -3.9% | 0.28% | -1.4% |
Q1 2022 | $1,499,000 | +8.5% | 13,357 | +8.4% | 0.28% | +5.6% |
Q4 2021 | $1,382,000 | +8.5% | 12,325 | +0.0% | 0.27% | +2.3% |
Q3 2021 | $1,274,000 | -20.6% | 12,324 | -19.6% | 0.26% | -27.7% |
Q2 2021 | $1,605,000 | -7.7% | 15,321 | -10.9% | 0.36% | -15.1% |
Q1 2021 | $1,739,000 | +90.5% | 17,200 | +72.4% | 0.42% | +84.8% |
Q4 2020 | $913,000 | +13.4% | 9,979 | +0.3% | 0.23% | -20.7% |
Q3 2020 | $805,000 | +11.8% | 9,948 | +8.9% | 0.29% | +4.3% |
Q2 2020 | $720,000 | +17.6% | 9,132 | +5.7% | 0.28% | -2.1% |
Q1 2020 | $612,000 | -23.7% | 8,636 | +1.0% | 0.28% | -2.4% |
Q4 2019 | $802,000 | +5.0% | 8,554 | -0.6% | 0.29% | -2.0% |
Q3 2019 | $764,000 | -5.6% | 8,602 | -7.0% | 0.30% | -7.5% |
Q2 2019 | $809,000 | -2.8% | 9,251 | -4.7% | 0.32% | -7.5% |
Q1 2019 | $832,000 | +6.8% | 9,712 | -2.7% | 0.35% | -11.0% |
Q4 2018 | $779,000 | -8.8% | 9,986 | +1.8% | 0.39% | +3.4% |
Q3 2018 | $854,000 | +4.8% | 9,805 | 0.0% | 0.38% | +0.3% |
Q2 2018 | $815,000 | -0.1% | 9,805 | -0.8% | 0.38% | -3.6% |
Q1 2018 | $816,000 | -13.3% | 9,887 | -10.0% | 0.39% | -17.4% |
Q4 2017 | $941,000 | +15.3% | 10,980 | +9.2% | 0.47% | +9.5% |
Q3 2017 | $816,000 | +3.8% | 10,058 | +0.0% | 0.43% | -0.9% |
Q2 2017 | $786,000 | +4.9% | 10,054 | +4.3% | 0.44% | +0.5% |
Q1 2017 | $749,000 | +5.8% | 9,644 | +3.3% | 0.43% | +0.5% |
Q4 2016 | $708,000 | +5.0% | 9,339 | -0.0% | 0.43% | -1.6% |
Q3 2016 | $674,000 | +17.6% | 9,341 | +16.6% | 0.44% | +9.5% |
Q2 2016 | $573,000 | +1.8% | 8,014 | -1.6% | 0.40% | -5.2% |
Q1 2016 | $563,000 | +41.8% | 8,142 | +37.0% | 0.42% | +30.2% |
Q4 2015 | $397,000 | +6.4% | 5,944 | 0.0% | 0.32% | +6.9% |
Q3 2015 | $373,000 | -7.0% | 5,944 | 0.0% | 0.30% | +1.0% |
Q2 2015 | $401,000 | -1.2% | 5,944 | 0.0% | 0.30% | -2.9% |
Q1 2015 | $406,000 | -0.7% | 5,944 | 0.0% | 0.31% | -2.2% |
Q4 2014 | $409,000 | – | 5,944 | – | 0.32% | – |
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% |