VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,146,046 | +2.1% | 30,450 | +4.8% | 1.45% | +5.2% |
| Q2 2023 | $3,081,931 | +8.6% | 29,056 | +8.0% | 1.38% | +0.6% |
| Q1 2023 | $2,837,103 | +10.4% | 26,892 | +13.2% | 1.37% | +3.9% |
| Q4 2022 | $2,570,307 | +17.8% | 23,753 | +3.3% | 1.32% | +12.2% |
| Q3 2022 | $2,182,000 | +37.0% | 22,996 | +46.9% | 1.18% | +40.4% |
| Q2 2022 | $1,593,000 | -1.6% | 15,659 | +8.5% | 0.84% | +12.3% |
| Q1 2022 | $1,619,000 | +2.1% | 14,427 | +2.0% | 0.74% | +4.6% |
| Q4 2021 | $1,586,000 | +14.0% | 14,148 | +5.1% | 0.71% | +3.2% |
| Q3 2021 | $1,391,000 | -1.8% | 13,462 | -0.4% | 0.69% | -4.2% |
| Q2 2021 | $1,417,000 | +5.4% | 13,522 | +1.6% | 0.72% | -2.8% |
| Q1 2021 | $1,345,000 | +13.0% | 13,305 | +2.3% | 0.74% | +5.7% |
| Q4 2020 | $1,190,000 | +13.8% | 13,000 | +0.6% | 0.70% | +0.7% |
| Q3 2020 | $1,046,000 | +5.4% | 12,926 | +2.7% | 0.70% | -4.5% |
| Q2 2020 | $992,000 | +7.5% | 12,590 | -3.5% | 0.73% | -9.8% |
| Q1 2020 | $923,000 | -10.9% | 13,052 | +18.1% | 0.81% | +9.9% |
| Q4 2019 | $1,036,000 | +27.3% | 11,051 | +20.4% | 0.74% | -8.6% |
| Q3 2019 | $814,000 | +1.8% | 9,179 | +0.3% | 0.80% | +1.4% |
| Q2 2019 | $800,000 | +36.1% | 9,155 | +33.3% | 0.79% | +30.4% |
| Q1 2019 | $588,000 | +6.9% | 6,866 | -2.6% | 0.61% | -3.0% |
| Q4 2018 | $550,000 | -8.5% | 7,047 | +2.2% | 0.63% | +7.9% |
| Q3 2018 | $601,000 | +6.6% | 6,896 | +1.5% | 0.58% | -4.1% |
| Q2 2018 | $564,000 | -0.7% | 6,796 | -1.2% | 0.61% | -2.4% |
| Q1 2018 | $568,000 | -8.7% | 6,882 | -5.3% | 0.62% | -8.8% |
| Q4 2017 | $622,000 | – | 7,266 | – | 0.68% | – |
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% |