VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 444 filers reported holding VANGUARD WHITEHALL FDS in Q1 2016. The put-call ratio across all filers is 0.42 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,329,218 | -1.1% | 11,907 | -8.5% | 0.15% | -13.6% |
| Q3 2023 | $1,344,579 | +84.4% | 13,014 | +89.3% | 0.18% | +89.2% |
| Q2 2023 | $729,017 | +13.9% | 6,873 | +13.3% | 0.09% | +6.9% |
| Q1 2023 | $639,951 | -3.7% | 6,066 | -1.2% | 0.09% | -8.4% |
| Q4 2022 | $664,595 | +12.8% | 6,142 | -1.1% | 0.10% | +4.4% |
| Q3 2022 | $589,253 | -5.4% | 6,211 | +1.4% | 0.09% | +1.1% |
| Q2 2022 | $623,047 | -13.1% | 6,126 | -4.1% | 0.09% | 0.0% |
| Q1 2022 | $716,844 | -6.1% | 6,386 | -6.2% | 0.09% | -5.3% |
| Q4 2021 | $763,423 | +24.4% | 6,810 | +14.7% | 0.10% | +11.8% |
| Q3 2021 | $613,796 | -2.0% | 5,939 | -0.7% | 0.08% | -2.3% |
| Q2 2021 | $626,315 | +2.8% | 5,978 | -0.8% | 0.09% | -6.5% |
| Q1 2021 | $609,067 | +83.6% | 6,025 | +66.2% | 0.09% | +55.0% |
| Q4 2020 | $331,724 | +75.2% | 3,625 | +54.9% | 0.06% | +57.9% |
| Q3 2020 | $189,376 | +93.9% | 2,340 | +88.7% | 0.04% | +72.7% |
| Q2 2020 | $97,687 | +11.3% | 1,240 | 0.0% | 0.02% | -4.3% |
| Q1 2020 | $87,730 | -27.4% | 1,240 | -3.9% | 0.02% | -11.5% |
| Q4 2019 | $120,886 | +4.4% | 1,290 | -1.1% | 0.03% | -3.7% |
| Q3 2019 | $115,793 | -1.1% | 1,305 | -2.6% | 0.03% | -3.6% |
| Q2 2019 | $117,089 | +14.9% | 1,340 | +12.6% | 0.03% | +12.0% |
| Q1 2019 | $101,935 | -59.0% | 1,190 | -62.7% | 0.02% | -64.8% |
| Q4 2018 | $248,788 | -11.4% | 3,190 | -1.1% | 0.07% | +10.9% |
| Q3 2018 | $280,865 | +4.9% | 3,225 | 0.0% | 0.06% | -3.0% |
| Q2 2018 | $267,836 | +35.4% | 3,225 | +34.5% | 0.07% | +26.9% |
| Q1 2018 | $197,811 | -3.9% | 2,398 | -0.2% | 0.05% | -5.5% |
| Q4 2017 | $205,769 | +5.6% | 2,403 | 0.0% | 0.06% | -3.5% |
| Q3 2017 | $194,811 | +130.8% | 2,403 | +122.5% | 0.06% | +103.6% |
| Q2 2017 | $84,413 | +0.7% | 1,080 | 0.0% | 0.03% | -3.4% |
| Q1 2017 | $83,862 | +2.5% | 1,080 | 0.0% | 0.03% | -6.5% |
| Q4 2016 | $81,832 | +5.0% | 1,080 | 0.0% | 0.03% | +3.3% |
| Q3 2016 | $77,911 | +0.0% | 1,080 | -0.9% | 0.03% | -3.2% |
| Q2 2016 | $77,891 | +3.5% | 1,090 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $75,254 | – | 1,090 | – | 0.03% | – |
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% |