VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $86,272 | -59.3% | 835 | -60.0% | 0.01% | -67.4% |
Q2 2022 | $212,000 | -9.4% | 2,085 | 0.0% | 0.04% | 0.0% |
Q1 2022 | $234,000 | -49.1% | 2,085 | -49.2% | 0.04% | -49.4% |
Q4 2021 | $460,000 | +9.0% | 4,102 | +0.4% | 0.08% | -2.3% |
Q3 2021 | $422,000 | -1.4% | 4,085 | 0.0% | 0.09% | -4.4% |
Q2 2021 | $428,000 | +3.6% | 4,085 | 0.0% | 0.09% | -4.2% |
Q1 2021 | $413,000 | +10.4% | 4,085 | 0.0% | 0.10% | +2.2% |
Q4 2020 | $374,000 | +13.0% | 4,085 | 0.0% | 0.09% | -10.6% |
Q3 2020 | $331,000 | -1.5% | 4,085 | -4.1% | 0.10% | -11.9% |
Q2 2020 | $336,000 | -14.5% | 4,260 | -23.4% | 0.12% | -34.8% |
Q1 2020 | $393,000 | -22.3% | 5,558 | +2.9% | 0.18% | +1.1% |
Q4 2019 | $506,000 | -0.6% | 5,400 | -5.8% | 0.18% | -7.3% |
Q3 2019 | $509,000 | +1.6% | 5,735 | 0.0% | 0.19% | -1.0% |
Q2 2019 | $501,000 | -2.9% | 5,735 | -4.8% | 0.20% | -5.8% |
Q1 2019 | $516,000 | +9.8% | 6,022 | +0.0% | 0.21% | +3.5% |
Q4 2018 | $470,000 | -12.8% | 6,020 | -2.2% | 0.20% | -4.3% |
Q3 2018 | $539,000 | +6.5% | 6,158 | +1.0% | 0.21% | +6.1% |
Q2 2018 | $506,000 | -24.0% | 6,096 | -26.2% | 0.20% | -29.9% |
Q1 2018 | $666,000 | -21.1% | 8,264 | -67.4% | 0.28% | +51.9% |
Q4 2017 | $844,000 | +8.9% | 25,376 | +168.2% | 0.18% | -53.6% |
Q3 2017 | $775,000 | +2.0% | 9,463 | +94530.0% | 0.40% | -6.6% |
Q2 2017 | $760,000 | +2.8% | 10 | -99.9% | 0.43% | -7.8% |
Q1 2017 | $739,000 | – | 9,559 | – | 0.46% | – |
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% |