VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $19,721,290 | +16.1% | 190,876 | +19.2% | 7.12% | +18.4% |
Q2 2023 | $16,980,333 | +1.2% | 160,086 | +0.7% | 6.01% | -3.2% |
Q1 2023 | $16,772,889 | +0.9% | 158,985 | +3.5% | 6.22% | -3.3% |
Q4 2022 | $16,624,635 | +14.0% | 153,633 | -0.0% | 6.43% | +1.9% |
Q3 2022 | $14,578,000 | -5.6% | 153,644 | +1.2% | 6.31% | -0.9% |
Q2 2022 | $15,435,000 | -6.7% | 151,772 | +3.0% | 6.37% | -3.4% |
Q1 2022 | $16,546,000 | -13.5% | 147,399 | -13.7% | 6.59% | -16.1% |
Q4 2021 | $19,138,000 | +6.4% | 170,710 | -1.9% | 7.86% | -5.1% |
Q3 2021 | $17,989,000 | +2.7% | 174,062 | +4.1% | 8.28% | +6.2% |
Q2 2021 | $17,523,000 | +4.8% | 167,254 | +1.1% | 7.80% | -3.3% |
Q1 2021 | $16,721,000 | +5.6% | 165,406 | -4.4% | 8.07% | -0.8% |
Q4 2020 | $15,839,000 | +12.0% | 173,088 | -0.9% | 8.13% | -5.7% |
Q3 2020 | $14,137,000 | +6.0% | 174,685 | +3.2% | 8.63% | +5.0% |
Q2 2020 | $13,333,000 | +7.3% | 169,250 | -3.6% | 8.21% | -2.7% |
Q1 2020 | $12,426,000 | -20.6% | 175,637 | +5.2% | 8.44% | +5.4% |
Q4 2019 | $15,643,000 | +8.1% | 166,935 | +2.3% | 8.01% | +4.9% |
Q3 2019 | $14,475,000 | +0.5% | 163,134 | -1.1% | 7.64% | +13.6% |
Q2 2019 | $14,408,000 | +3.9% | 164,885 | +1.9% | 6.72% | -2.0% |
Q1 2019 | $13,862,000 | +14.4% | 161,823 | +4.2% | 6.86% | +1.7% |
Q4 2018 | $12,117,000 | +22.1% | 155,366 | +36.4% | 6.74% | +20.7% |
Q3 2018 | $9,923,000 | +11.8% | 113,940 | +6.6% | 5.59% | +7.7% |
Q2 2018 | $8,874,000 | +1.3% | 106,856 | +0.6% | 5.19% | +2.6% |
Q1 2018 | $8,760,000 | -0.7% | 106,204 | +3.1% | 5.06% | -12.9% |
Q4 2017 | $8,822,000 | +4.4% | 103,020 | -1.2% | 5.81% | +2.8% |
Q3 2017 | $8,450,000 | -7.9% | 104,231 | -11.2% | 5.65% | -9.6% |
Q2 2017 | $9,172,000 | -0.9% | 117,346 | -1.6% | 6.25% | -0.7% |
Q1 2017 | $9,256,000 | +17.8% | 119,204 | +15.0% | 6.29% | +11.2% |
Q4 2016 | $7,855,000 | -8.8% | 103,674 | -13.1% | 5.66% | -7.9% |
Q3 2016 | $8,611,000 | +0.5% | 119,358 | -0.5% | 6.14% | +2.1% |
Q2 2016 | $8,570,000 | +8.2% | 119,933 | +4.6% | 6.01% | +5.0% |
Q1 2016 | $7,920,000 | +167.3% | 114,710 | +158.4% | 5.73% | +137.7% |
Q4 2015 | $2,963,000 | – | 44,388 | – | 2.41% | – |
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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% |