VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $513,708 | -2.6% | 4,972 | 0.0% | 0.14% | +0.7% |
Q2 2023 | $527,381 | +0.5% | 4,972 | 0.0% | 0.13% | +7.2% |
Q1 2023 | $524,546 | -2.5% | 4,972 | 0.0% | 0.12% | -2.3% |
Q4 2022 | $538,020 | +14.0% | 4,972 | 0.0% | 0.13% | -5.2% |
Q3 2022 | $472,000 | -6.7% | 4,972 | 0.0% | 0.14% | -16.1% |
Q2 2022 | $506,000 | -8.8% | 4,972 | +0.5% | 0.16% | +7.3% |
Q1 2022 | $555,000 | +0.9% | 4,948 | +0.9% | 0.15% | +2.7% |
Q4 2021 | $550,000 | +10.2% | 4,902 | +1.4% | 0.15% | -1.4% |
Q3 2021 | $499,000 | -2.7% | 4,832 | -1.2% | 0.15% | -3.3% |
Q2 2021 | $513,000 | +13.2% | 4,893 | +9.2% | 0.15% | +8.5% |
Q1 2021 | $453,000 | +10.5% | 4,480 | 0.0% | 0.14% | +4.4% |
Q4 2020 | $410,000 | +12.9% | 4,480 | 0.0% | 0.14% | +16.4% |
Q3 2020 | $363,000 | -1.6% | 4,480 | -4.3% | 0.12% | +41.5% |
Q2 2020 | $369,000 | +11.5% | 4,680 | 0.0% | 0.08% | -18.0% |
Q1 2020 | $331,000 | -15.1% | 4,680 | +12.5% | 0.10% | -41.5% |
Q4 2019 | $390,000 | +5.7% | 4,160 | 0.0% | 0.17% | -7.6% |
Q3 2019 | $369,000 | +1.4% | 4,160 | 0.0% | 0.18% | -2.1% |
Q2 2019 | $364,000 | +1.4% | 4,160 | -0.8% | 0.19% | 0.0% |
Q1 2019 | $359,000 | -18.6% | 4,195 | -17.2% | 0.19% | -14.9% |
Q4 2018 | $441,000 | 0.0% | 5,065 | 0.0% | 0.22% | 0.0% |
Q3 2018 | $441,000 | -0.5% | 5,065 | -5.1% | 0.22% | -7.1% |
Q2 2018 | $443,000 | +12.2% | 5,340 | +11.5% | 0.24% | +4.8% |
Q1 2018 | $395,000 | -3.7% | 4,790 | 0.0% | 0.23% | -4.2% |
Q4 2017 | $410,000 | +5.7% | 4,790 | 0.0% | 0.24% | +0.4% |
Q3 2017 | $388,000 | +3.7% | 4,790 | 0.0% | 0.24% | -0.8% |
Q2 2017 | $374,000 | +0.5% | 4,790 | 0.0% | 0.24% | -4.8% |
Q1 2017 | $372,000 | -30.3% | 4,790 | -32.1% | 0.25% | -29.9% |
Q4 2016 | $534,000 | – | 7,050 | – | 0.36% | – |
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% |