VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 584 filers reported holding VANGUARD WHITEHALL FDS in Q2 2017. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $64,768 | -73.1% | 599 | -74.8% | 0.03% | +36.8% |
| Q1 2021 | $241,000 | -36.7% | 2,381 | -42.7% | 0.02% | -66.7% |
| Q4 2020 | $381,000 | +23.3% | 4,158 | +5.9% | 0.06% | -33.7% |
| Q2 2020 | $309,000 | -70.6% | 3,927 | -73.6% | 0.09% | -69.7% |
| Q1 2020 | $1,050,000 | +61.5% | 14,848 | +113.9% | 0.28% | +29.7% |
| Q4 2019 | $650,000 | +6.4% | 6,940 | +0.8% | 0.22% | -9.1% |
| Q3 2019 | $611,000 | +5.9% | 6,886 | +4.3% | 0.24% | +14.8% |
| Q2 2019 | $577,000 | +2.5% | 6,601 | +0.5% | 0.21% | -3.2% |
| Q1 2019 | $563,000 | +10.6% | 6,568 | +0.7% | 0.22% | -27.2% |
| Q4 2018 | $509,000 | -9.4% | 6,520 | +1.1% | 0.30% | +12.5% |
| Q3 2018 | $562,000 | -11.1% | 6,450 | -15.3% | 0.26% | -14.2% |
| Q2 2018 | $632,000 | +2.1% | 7,612 | +1.4% | 0.31% | -11.5% |
| Q1 2018 | $619,000 | -3.7% | 7,504 | 0.0% | 0.35% | -3.9% |
| Q4 2017 | $643,000 | +4.4% | 7,504 | -1.2% | 0.36% | +12.7% |
| Q3 2017 | $616,000 | +2.2% | 7,593 | -1.6% | 0.32% | -15.5% |
| Q2 2017 | $603,000 | +1.3% | 7,714 | +0.7% | 0.38% | +1.3% |
| Q1 2017 | $595,000 | 0.0% | 7,658 | -2.4% | 0.38% | -6.2% |
| Q4 2016 | $595,000 | +1.7% | 7,847 | -3.2% | 0.40% | -6.1% |
| Q3 2016 | $585,000 | +1.7% | 8,106 | +0.7% | 0.43% | -22.6% |
| Q2 2016 | $575,000 | +2.3% | 8,053 | -1.0% | 0.55% | +37.3% |
| Q1 2016 | $562,000 | +2.6% | 8,137 | -0.9% | 0.40% | +1.8% |
| Q4 2015 | $548,000 | – | 8,213 | – | 0.40% | – |
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% |