VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 368 filers reported holding VANGUARD WHITEHALL FDS in Q2 2015. The put-call ratio across all filers is 0.75 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $29,000 | +11.5% | 335 | 0.0% | 0.02% | +4.8% |
| Q4 2018 | $26,000 | -10.3% | 335 | 0.0% | 0.02% | -4.5% |
| Q3 2018 | $29,000 | -91.2% | 335 | -91.6% | 0.02% | -91.2% |
| Q2 2018 | $330,000 | +0.6% | 3,977 | 0.0% | 0.25% | -4.2% |
| Q1 2018 | $328,000 | -12.1% | 3,977 | -8.6% | 0.26% | -11.6% |
| Q4 2017 | $373,000 | +26.4% | 4,352 | +19.5% | 0.29% | +21.5% |
| Q3 2017 | $295,000 | -10.6% | 3,642 | -13.8% | 0.24% | -28.0% |
| Q2 2017 | $330,000 | +0.6% | 4,225 | 0.0% | 0.34% | +16.7% |
| Q1 2017 | $328,000 | +2.5% | 4,225 | 0.0% | 0.29% | -2.0% |
| Q4 2016 | $320,000 | +4.9% | 4,225 | 0.0% | 0.29% | +0.3% |
| Q3 2016 | $305,000 | +1.0% | 4,225 | 0.0% | 0.29% | -2.7% |
| Q2 2016 | $302,000 | +3.4% | 4,225 | 0.0% | 0.30% | +4.2% |
| Q1 2016 | $292,000 | +3.5% | 4,225 | 0.0% | 0.29% | +1.8% |
| Q4 2015 | $282,000 | +6.4% | 4,225 | 0.0% | 0.28% | +4.4% |
| Q3 2015 | $265,000 | -6.7% | 4,225 | 0.0% | 0.27% | +2.6% |
| Q2 2015 | $284,000 | -3.4% | 4,225 | -1.7% | 0.26% | -5.7% |
| Q1 2015 | $294,000 | -0.7% | 4,300 | 0.0% | 0.28% | -2.8% |
| Q4 2014 | $296,000 | – | 4,300 | – | 0.29% | – |
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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% |