VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 690 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,261,124 | -2.6% | 12,206 | 0.0% | 0.76% | 0.0% |
| Q2 2023 | $1,294,690 | -0.5% | 12,206 | -1.0% | 0.76% | -4.6% |
| Q1 2023 | $1,301,132 | -9.9% | 12,333 | -7.6% | 0.79% | -10.3% |
| Q4 2022 | $1,443,954 | -1.2% | 13,344 | -13.4% | 0.88% | -6.9% |
| Q3 2022 | $1,462,000 | -6.7% | 15,406 | 0.0% | 0.95% | +5.6% |
| Q2 2022 | $1,567,000 | -12.4% | 15,406 | -3.3% | 0.90% | +5.4% |
| Q1 2022 | $1,789,000 | +0.3% | 15,936 | +0.2% | 0.85% | +6.2% |
| Q4 2021 | $1,783,000 | +3.4% | 15,900 | -4.7% | 0.80% | +3.0% |
| Q3 2021 | $1,725,000 | -3.7% | 16,688 | -2.4% | 0.78% | -6.6% |
| Q2 2021 | $1,791,000 | -10.4% | 17,096 | -13.6% | 0.83% | -11.1% |
| Q1 2021 | $1,999,000 | +7.5% | 19,776 | -2.7% | 0.94% | +3.0% |
| Q4 2020 | $1,859,000 | -9.4% | 20,318 | -19.9% | 0.91% | -17.9% |
| Q3 2020 | $2,052,000 | -17.1% | 25,358 | -19.3% | 1.11% | -31.8% |
| Q2 2020 | $2,476,000 | -47.6% | 31,431 | -52.9% | 1.62% | -56.8% |
| Q1 2020 | $4,723,000 | -38.1% | 66,758 | -18.0% | 3.76% | -14.8% |
| Q4 2019 | $7,627,000 | +3.5% | 81,385 | -2.0% | 4.42% | -15.8% |
| Q3 2019 | $7,372,000 | -0.8% | 83,088 | -2.3% | 5.25% | -7.4% |
| Q2 2019 | $7,434,000 | +9.8% | 85,073 | +7.7% | 5.67% | +6.3% |
| Q1 2019 | $6,769,000 | +62.1% | 79,018 | +47.5% | 5.33% | +43.5% |
| Q4 2018 | $4,177,000 | +44.5% | 53,558 | +61.4% | 3.72% | +87.3% |
| Q3 2018 | $2,891,000 | -6.8% | 33,193 | -11.2% | 1.98% | -9.2% |
| Q2 2018 | $3,103,000 | -1.0% | 37,368 | -1.7% | 2.18% | -5.2% |
| Q1 2018 | $3,135,000 | +14.6% | 38,003 | +18.9% | 2.30% | +22.2% |
| Q4 2017 | $2,736,000 | +80.6% | 31,950 | +71.0% | 1.89% | +62.8% |
| Q3 2017 | $1,515,000 | +27.4% | 18,685 | +22.8% | 1.16% | +19.0% |
| Q2 2017 | $1,189,000 | -11.9% | 15,210 | -12.5% | 0.97% | -14.3% |
| Q1 2017 | $1,349,000 | +6.6% | 17,375 | +4.1% | 1.14% | -1.2% |
| Q4 2016 | $1,265,000 | – | 16,690 | – | 1.15% | – |
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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% |