VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 856 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,205,971 | -8.7% | 21,351 | -6.2% | 1.16% | -5.7% |
| Q2 2023 | $2,415,406 | -1.7% | 22,772 | -2.2% | 1.24% | -7.6% |
| Q1 2023 | $2,456,375 | +95627.8% | 23,283 | -1.8% | 1.34% | -10.8% |
| Q4 2022 | $2,566 | -99.9% | 23,712 | -2.4% | 1.50% | -0.8% |
| Q3 2022 | $2,304,000 | -5.1% | 24,285 | +1.7% | 1.51% | -1.8% |
| Q2 2022 | $2,428,000 | -7.6% | 23,876 | +2.0% | 1.54% | +7.6% |
| Q1 2022 | $2,627,000 | +1.8% | 23,407 | +1.7% | 1.43% | +14.3% |
| Q4 2021 | $2,581,000 | +11.0% | 23,026 | +2.3% | 1.25% | -1.8% |
| Q3 2021 | $2,325,000 | -1.5% | 22,500 | -0.1% | 1.27% | -2.8% |
| Q2 2021 | $2,360,000 | +5.6% | 22,528 | +2.0% | 1.31% | -9.5% |
| Q1 2021 | $2,234,000 | +11.0% | 22,097 | +0.5% | 1.44% | +3.8% |
| Q4 2020 | $2,013,000 | +9.9% | 21,998 | -2.8% | 1.39% | -2.3% |
| Q3 2020 | $1,831,000 | +8.0% | 22,623 | +5.1% | 1.42% | -1.2% |
| Q2 2020 | $1,695,000 | +15.4% | 21,520 | +3.7% | 1.44% | -5.7% |
| Q1 2020 | $1,469,000 | -30.8% | 20,760 | -8.4% | 1.53% | -11.5% |
| Q4 2019 | $2,123,000 | +19200.0% | 22,656 | +17881.0% | 1.73% | +17200.0% |
| Q3 2019 | $11,000 | 0.0% | 126 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $11,000 | 0.0% | 126 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $11,000 | +10.0% | 126 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $10,000 | – | 126 | – | 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% |