VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 564 filers reported holding VANGUARD WHITEHALL FDS in Q1 2017. The put-call ratio across all filers is 0.64 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $257,000 | -46.8% | 3,006 | -51.4% | 0.20% | -39.0% |
| Q4 2018 | $483,000 | -37.8% | 6,191 | -30.6% | 0.33% | -19.7% |
| Q3 2018 | $776,000 | -24.6% | 8,915 | -28.1% | 0.41% | -26.3% |
| Q2 2018 | $1,029,000 | -18.0% | 12,392 | -18.5% | 0.55% | -21.3% |
| Q1 2018 | $1,255,000 | -8.1% | 15,208 | -4.6% | 0.70% | -8.7% |
| Q4 2017 | $1,365,000 | +12.9% | 15,944 | +6.9% | 0.77% | +13.0% |
| Q3 2017 | $1,209,000 | +10.7% | 14,908 | +6.7% | 0.68% | +8.3% |
| Q2 2017 | $1,092,000 | +35.8% | 13,970 | +34.8% | 0.63% | +26.9% |
| Q1 2017 | $804,000 | +64.8% | 10,360 | +61.0% | 0.49% | +46.2% |
| Q4 2016 | $488,000 | +118.8% | 6,436 | +108.4% | 0.34% | +125.3% |
| Q3 2016 | $223,000 | – | 3,089 | – | 0.15% | – |
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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% |