VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 539 filers reported holding VANGUARD WHITEHALL FDS in Q4 2016. The put-call ratio across all filers is 1.49 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $398,464 | -4.3% | 3,857 | -1.8% | 0.04% | +2.9% |
Q2 2023 | $416,388 | +0.5% | 3,926 | +0.0% | 0.04% | -7.9% |
Q1 2023 | $414,134 | +0.5% | 3,925 | +3.1% | 0.04% | -7.3% |
Q4 2022 | $411,955 | +8.4% | 3,807 | -5.0% | 0.04% | 0.0% |
Q3 2022 | $380,000 | -6.9% | 4,008 | 0.0% | 0.04% | +20.6% |
Q2 2022 | $408,000 | -11.9% | 4,008 | -2.9% | 0.03% | +6.2% |
Q1 2022 | $463,000 | -5.9% | 4,127 | -6.0% | 0.03% | -3.0% |
Q4 2021 | $492,000 | +8.4% | 4,391 | 0.0% | 0.03% | 0.0% |
Q3 2021 | $454,000 | -2.2% | 4,391 | -1.0% | 0.03% | 0.0% |
Q2 2021 | $464,000 | +3.6% | 4,434 | 0.0% | 0.03% | -5.7% |
Q1 2021 | $448,000 | +1.1% | 4,434 | -8.5% | 0.04% | -5.4% |
Q4 2020 | $443,000 | +10.8% | 4,846 | -2.0% | 0.04% | 0.0% |
Q3 2020 | $400,000 | +32.9% | 4,947 | +29.3% | 0.04% | +23.3% |
Q2 2020 | $301,000 | +15.8% | 3,826 | +4.0% | 0.03% | -11.8% |
Q1 2020 | $260,000 | -54.1% | 3,680 | -39.1% | 0.03% | -38.2% |
Q4 2019 | $566,000 | +5.6% | 6,042 | 0.0% | 0.06% | -5.2% |
Q3 2019 | $536,000 | -30.2% | 6,042 | -31.3% | 0.06% | -30.1% |
Q2 2019 | $768,000 | +2.1% | 8,794 | +0.2% | 0.08% | -8.8% |
Q1 2019 | $752,000 | +9.9% | 8,779 | +0.1% | 0.09% | -15.7% |
Q4 2018 | $684,000 | +1.3% | 8,769 | +13.2% | 0.11% | +68.8% |
Q3 2018 | $675,000 | +45.8% | 7,747 | +39.1% | 0.06% | +42.2% |
Q2 2018 | $463,000 | -14.6% | 5,569 | -15.2% | 0.04% | -19.6% |
Q1 2018 | $542,000 | -3.6% | 6,569 | 0.0% | 0.06% | -23.3% |
Q4 2017 | $562,000 | +2.2% | 6,569 | -3.2% | 0.07% | +1.4% |
Q3 2017 | $550,000 | +4.4% | 6,785 | +0.7% | 0.07% | +4.3% |
Q2 2017 | $527,000 | -16.1% | 6,737 | -16.7% | 0.07% | -15.9% |
Q1 2017 | $628,000 | -0.5% | 8,083 | -2.9% | 0.08% | +2.5% |
Q4 2016 | $631,000 | +5.3% | 8,327 | +0.3% | 0.08% | 0.0% |
Q3 2016 | $599,000 | -8.7% | 8,304 | -9.6% | 0.08% | -3.6% |
Q2 2016 | $656,000 | +21.9% | 9,188 | +17.9% | 0.08% | +25.8% |
Q1 2016 | $538,000 | -35.8% | 7,793 | -38.0% | 0.07% | -30.5% |
Q4 2015 | $838,000 | – | 12,563 | – | 0.10% | – |
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% |