VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $561,274 | -49.0% | 5,432 | -47.7% | 0.12% | -44.2% |
Q2 2023 | $1,101,045 | -10.9% | 10,380 | -11.4% | 0.21% | -17.1% |
Q1 2023 | $1,235,545 | +4.7% | 11,711 | +7.4% | 0.25% | +57.9% |
Q4 2022 | $1,180,440 | +34.6% | 10,909 | +18.0% | 0.16% | -25.7% |
Q3 2022 | $877,000 | +5.8% | 9,245 | +13.4% | 0.21% | +27.4% |
Q2 2022 | $829,000 | +53.2% | 8,154 | +69.1% | 0.17% | +75.0% |
Q1 2022 | $541,000 | +63.9% | 4,821 | +63.9% | 0.10% | +74.5% |
Q4 2021 | $330,000 | -8.1% | 2,942 | -15.2% | 0.06% | -14.1% |
Q3 2021 | $359,000 | +10.1% | 3,469 | +11.5% | 0.06% | +6.7% |
Q2 2021 | $326,000 | +5.8% | 3,112 | +2.1% | 0.06% | -15.5% |
Q1 2021 | $308,000 | -17.4% | 3,047 | -25.2% | 0.07% | -24.5% |
Q4 2020 | $373,000 | -28.7% | 4,072 | -37.0% | 0.09% | -44.7% |
Q3 2020 | $523,000 | +1.2% | 6,462 | -1.5% | 0.17% | -14.1% |
Q2 2020 | $517,000 | +33.6% | 6,560 | +19.9% | 0.20% | +11.9% |
Q1 2020 | $387,000 | +43.9% | 5,470 | +90.5% | 0.18% | +75.2% |
Q4 2019 | $269,000 | -1.5% | 2,871 | -6.8% | 0.10% | -17.9% |
Q3 2019 | $273,000 | +0.7% | 3,079 | 0.0% | 0.12% | +5.1% |
Q2 2019 | $271,000 | +12.9% | 3,079 | +9.8% | 0.12% | -4.9% |
Q1 2019 | $240,000 | +130.8% | 2,804 | +109.9% | 0.12% | +80.9% |
Q4 2018 | $104,000 | +85.7% | 1,336 | +108.8% | 0.07% | +106.1% |
Q3 2018 | $56,000 | +27.3% | 640 | +17.6% | 0.03% | 0.0% |
Q1 2018 | $44,000 | -12.0% | 544 | -4.6% | 0.03% | -10.8% |
Q4 2017 | $50,000 | +16.3% | 570 | +9.4% | 0.04% | -2.6% |
Q3 2017 | $43,000 | +7.5% | 521 | +0.8% | 0.04% | -9.5% |
Q2 2017 | $40,000 | 0.0% | 517 | +0.8% | 0.04% | 0.0% |
Q1 2017 | $40,000 | +2.6% | 513 | +0.8% | 0.04% | -20.8% |
Q4 2016 | $39,000 | – | 509 | – | 0.05% | – |
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% |