VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,960 | -2.6% | 3,000 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $318,210 | +0.5% | 3,000 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $316,500 | -2.5% | 3,000 | 0.0% | 0.03% | -3.6% |
| Q4 2022 | $324,630 | +13.9% | 3,000 | 0.0% | 0.03% | +3.7% |
| Q3 2022 | $285,000 | -6.6% | 3,000 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $305,000 | -9.5% | 3,000 | 0.0% | 0.03% | +8.0% |
| Q1 2022 | $337,000 | +0.3% | 3,000 | 0.0% | 0.02% | +4.2% |
| Q4 2021 | $336,000 | +8.4% | 3,000 | 0.0% | 0.02% | +4.3% |
| Q3 2021 | $310,000 | -1.3% | 3,000 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $314,000 | +3.6% | 3,000 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $303,000 | +10.2% | 3,000 | 0.0% | 0.02% | +4.5% |
| Q4 2020 | $275,000 | +13.2% | 3,000 | 0.0% | 0.02% | +10.0% |
| Q3 2020 | $243,000 | +3.0% | 3,000 | 0.0% | 0.02% | +5.3% |
| Q2 2020 | $236,000 | +11.3% | 3,000 | 0.0% | 0.02% | +5.6% |
| Q1 2020 | $212,000 | -24.6% | 3,000 | 0.0% | 0.02% | -28.0% |
| Q4 2019 | $281,000 | +5.6% | 3,000 | 0.0% | 0.02% | -3.8% |
| Q3 2019 | $266,000 | +1.5% | 3,000 | 0.0% | 0.03% | +4.0% |
| Q2 2019 | $262,000 | +1.9% | 3,000 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $257,000 | +2.8% | 3,000 | -6.2% | 0.02% | -10.7% |
| Q4 2018 | $250,000 | -29.4% | 3,200 | -21.2% | 0.03% | -20.0% |
| Q3 2018 | $354,000 | +5.0% | 4,060 | 0.0% | 0.04% | +12.9% |
| Q2 2018 | $337,000 | -32.6% | 4,060 | -33.0% | 0.03% | -31.1% |
| Q1 2018 | $500,000 | -11.7% | 6,060 | -8.3% | 0.04% | -21.1% |
| Q4 2017 | $566,000 | +5.8% | 6,605 | 0.0% | 0.06% | +3.6% |
| Q3 2017 | $535,000 | – | 6,605 | – | 0.06% | – |
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% |