VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 999 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $522,103 | +4883.8% | 4,922 | +4871.7% | 0.22% | +4320.0% |
| Q1 2023 | $10,476 | -1.8% | 99 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $10,670 | +18.6% | 99 | +1.0% | 0.01% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 98 | +1.0% | 0.01% | 0.0% |
| Q2 2022 | $10,000 | +233.3% | 97 | +259.3% | 0.01% | +200.0% |
| Q2 2021 | $3,000 | 0.0% | 27 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $3,000 | -89.3% | 27 | -91.3% | 0.00% | -90.3% |
| Q3 2019 | $28,000 | +3.7% | 312 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $27,000 | -27.0% | 312 | -26.9% | 0.03% | -20.5% |
| Q1 2019 | $37,000 | +640.0% | 427 | +611.7% | 0.04% | +550.0% |
| Q4 2018 | $5,000 | 0.0% | 60 | 0.0% | 0.01% | +20.0% |
| Q3 2018 | $5,000 | 0.0% | 60 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $5,000 | – | 60 | – | 0.01% | – |
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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% |