VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $134,051 | -2.2% | 1,297 | +0.3% | 0.04% | 0.0% |
| Q2 2023 | $137,119 | +1.0% | 1,293 | +0.5% | 0.04% | +2.5% |
| Q1 2023 | $135,826 | +1.7% | 1,287 | +4.3% | 0.04% | -2.4% |
| Q4 2022 | $133,533 | +14.1% | 1,234 | +0.5% | 0.04% | +10.8% |
| Q3 2022 | $117,000 | -5.6% | 1,228 | +0.3% | 0.04% | 0.0% |
| Q2 2022 | $124,000 | -9.5% | 1,224 | +0.4% | 0.04% | +5.7% |
| Q1 2022 | $137,000 | +0.7% | 1,219 | +0.3% | 0.04% | +6.1% |
| Q4 2021 | $136,000 | +8.8% | 1,215 | +0.4% | 0.03% | +3.1% |
| Q3 2021 | $125,000 | -0.8% | 1,210 | +0.3% | 0.03% | 0.0% |
| Q2 2021 | $126,000 | +4.1% | 1,206 | +0.3% | 0.03% | -3.0% |
| Q1 2021 | $121,000 | +10.0% | 1,202 | +0.3% | 0.03% | +3.1% |
| Q4 2020 | $110,000 | +13.4% | 1,198 | +0.4% | 0.03% | -5.9% |
| Q3 2020 | $97,000 | +3.2% | 1,193 | +0.4% | 0.03% | -5.6% |
| Q2 2020 | $94,000 | +11.9% | 1,188 | +0.6% | 0.04% | -5.3% |
| Q1 2020 | $84,000 | -22.2% | 1,181 | +2.3% | 0.04% | 0.0% |
| Q4 2019 | $108,000 | +5.9% | 1,154 | +0.3% | 0.04% | -5.0% |
| Q3 2019 | $102,000 | -38.9% | 1,150 | -39.9% | 0.04% | -37.5% |
| Q2 2019 | $167,000 | +2.5% | 1,912 | +0.2% | 0.06% | -5.9% |
| Q1 2019 | $163,000 | +9.4% | 1,908 | +0.2% | 0.07% | -9.3% |
| Q4 2018 | $149,000 | -9.1% | 1,904 | +1.0% | 0.08% | +4.2% |
| Q3 2018 | $164,000 | +4.5% | 1,885 | 0.0% | 0.07% | -1.4% |
| Q2 2018 | $157,000 | +1.9% | 1,885 | +0.9% | 0.07% | +1.4% |
| Q1 2018 | $154,000 | +1183.3% | 1,868 | +893.6% | 0.07% | +800.0% |
| Q3 2015 | $12,000 | 0.0% | 188 | +1.6% | 0.01% | +14.3% |
| Q2 2015 | $12,000 | – | 185 | – | 0.01% | – |
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% |