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 | $10,775,275 | -1.0% | 104,290 | +1.6% | 4.29% | +3.0% |
| Q2 2023 | $10,886,484 | +0.7% | 102,635 | +0.1% | 4.17% | -6.1% |
| Q1 2023 | $10,814,339 | -0.5% | 102,506 | +2.1% | 4.44% | -6.6% |
| Q4 2022 | $10,864,319 | +11.7% | 100,400 | -2.0% | 4.75% | -0.0% |
| Q3 2022 | $9,725,000 | -5.1% | 102,499 | +1.7% | 4.75% | -0.6% |
| Q2 2022 | $10,251,000 | -33.5% | 100,798 | -26.6% | 4.78% | -19.5% |
| Q1 2022 | $15,412,000 | +0.9% | 137,300 | +0.8% | 5.94% | 0.0% |
| Q4 2021 | $15,267,000 | -13.5% | 136,182 | -20.3% | 5.94% | -20.1% |
| Q3 2021 | $17,654,000 | -0.8% | 170,822 | +0.5% | 7.44% | -0.8% |
| Q2 2021 | $17,799,000 | +8.6% | 169,895 | +4.8% | 7.50% | -4.8% |
| Q1 2021 | $16,391,000 | +7.9% | 162,150 | -2.3% | 7.88% | +1.8% |
| Q4 2020 | $15,185,000 | +37.5% | 165,946 | +21.6% | 7.74% | +22.6% |
| Q3 2020 | $11,047,000 | +11.5% | 136,505 | +8.5% | 6.31% | +1.3% |
| Q2 2020 | $9,907,000 | +38.5% | 125,759 | +24.4% | 6.23% | +22.6% |
| Q1 2020 | $7,151,000 | -18.1% | 101,074 | +8.5% | 5.08% | +5.4% |
| Q4 2019 | $8,730,000 | +17.3% | 93,170 | +11.1% | 4.82% | +5.5% |
| Q3 2019 | $7,441,000 | +3.3% | 83,862 | +1.8% | 4.57% | +2.1% |
| Q2 2019 | $7,200,000 | +3.5% | 82,407 | +1.4% | 4.47% | -1.3% |
| Q1 2019 | $6,958,000 | -7.1% | 81,230 | -15.4% | 4.53% | -21.2% |
| Q4 2018 | $7,491,000 | -7.4% | 96,048 | +4.2% | 5.75% | +3.9% |
| Q3 2018 | $8,090,000 | +11.6% | 92,179 | +5.6% | 5.54% | -1.7% |
| Q2 2018 | $7,248,000 | +1.9% | 87,276 | +1.2% | 5.64% | -0.7% |
| Q1 2018 | $7,112,000 | +2.2% | 86,219 | +6.1% | 5.68% | -3.4% |
| Q4 2017 | $6,956,000 | – | 81,232 | – | 5.87% | – |
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% |