VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 602 filers reported holding VANGUARD WHITEHALL FDS in Q3 2017. The put-call ratio across all filers is 0.57 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,677,000 | +11.0% | 33,079 | +8.1% | 1.25% | +23.9% |
| Q2 2020 | $2,411,000 | +46.5% | 30,609 | +31.5% | 1.01% | +20.5% |
| Q1 2020 | $1,646,000 | -25.6% | 23,277 | -1.4% | 0.84% | -7.7% |
| Q4 2019 | $2,212,000 | +52.6% | 23,614 | +44.5% | 0.91% | +42.5% |
| Q3 2019 | $1,450,000 | +55.7% | 16,340 | +53.4% | 0.64% | +53.3% |
| Q2 2019 | $931,000 | +18.9% | 10,654 | +16.6% | 0.42% | +15.6% |
| Q1 2019 | $783,000 | +15.0% | 9,141 | +4.6% | 0.36% | +0.6% |
| Q4 2018 | $681,000 | +6.1% | 8,736 | +18.4% | 0.36% | +15.9% |
| Q3 2018 | $642,000 | +213.2% | 7,378 | +198.3% | 0.31% | +199.0% |
| Q2 2018 | $205,000 | -57.4% | 2,473 | -55.2% | 0.10% | -75.9% |
| Q4 2017 | $481,000 | +6.7% | 5,516 | 0.0% | 0.43% | -3.0% |
| Q3 2017 | $451,000 | -18.6% | 5,516 | -22.4% | 0.44% | -13.0% |
| Q2 2017 | $554,000 | +2.6% | 7,106 | +1.7% | 0.51% | +0.8% |
| Q1 2017 | $540,000 | – | 6,984 | – | 0.50% | – |
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% |