VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 856 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $338,424 | +37.3% | 3,275 | +40.1% | 0.05% | +27.5% |
| Q1 2023 | $246,538 | +0.8% | 2,337 | +3.5% | 0.04% | -14.9% |
| Q4 2022 | $244,496 | -38.1% | 2,259 | -40.1% | 0.05% | -24.2% |
| Q2 2021 | $395,000 | +23.1% | 3,774 | +18.9% | 0.06% | +6.9% |
| Q1 2021 | $321,000 | -69.2% | 3,174 | -72.1% | 0.06% | -69.8% |
| Q4 2020 | $1,042,000 | +272.1% | 11,385 | +280.8% | 0.19% | +40.1% |
| Q4 2019 | $280,000 | -2.8% | 2,990 | -8.0% | 0.14% | -10.5% |
| Q3 2019 | $288,000 | +6.7% | 3,251 | +5.6% | 0.15% | -0.6% |
| Q3 2018 | $270,000 | +5.5% | 3,080 | 0.0% | 0.15% | -1.3% |
| Q2 2018 | $256,000 | -19.7% | 3,080 | -20.4% | 0.16% | -22.8% |
| Q1 2018 | $319,000 | -12.1% | 3,871 | -8.4% | 0.20% | -8.6% |
| Q4 2017 | $363,000 | – | 4,226 | – | 0.22% | – |
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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% |