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 | $10,843,586 | -3.3% | 112,725 | +6.6% | 1.99% | -3.3% |
| Q2 2023 | $11,214,723 | -2.2% | 105,729 | -2.7% | 2.06% | +1.2% |
| Q1 2023 | $11,466,004 | +6.2% | 108,683 | +8.9% | 2.04% | -4.5% |
| Q4 2022 | $10,796,782 | +28.0% | 99,776 | +12.2% | 2.13% | +10.8% |
| Q3 2022 | $8,438,000 | +29.8% | 88,930 | +39.1% | 1.93% | +32.9% |
| Q2 2022 | $6,500,000 | +20.1% | 63,911 | +32.6% | 1.45% | +26.0% |
| Q1 2022 | $5,412,000 | -0.3% | 48,214 | -0.4% | 1.15% | -4.0% |
| Q4 2021 | $5,429,000 | +10.3% | 48,422 | +1.7% | 1.20% | +0.2% |
| Q3 2021 | $4,923,000 | +4.6% | 47,635 | +6.0% | 1.20% | +1.1% |
| Q2 2021 | $4,708,000 | -2.3% | 44,934 | -5.7% | 1.18% | -5.3% |
| Q1 2021 | $4,817,000 | +44.7% | 47,650 | +12.8% | 1.25% | +13.4% |
| Q2 2020 | $3,329,000 | +157.1% | 42,253 | +130.9% | 1.10% | +115.0% |
| Q1 2020 | $1,295,000 | -16.0% | 18,297 | +11.3% | 0.51% | +3.9% |
| Q4 2019 | $1,541,000 | +13.0% | 16,443 | +7.0% | 0.49% | +4.0% |
| Q3 2019 | $1,364,000 | +7.0% | 15,371 | +5.3% | 0.47% | 0.0% |
| Q2 2019 | $1,275,000 | +15.2% | 14,594 | +12.9% | 0.47% | +1.9% |
| Q1 2019 | $1,107,000 | +0.5% | 12,927 | -8.5% | 0.46% | -18.6% |
| Q4 2018 | $1,101,000 | +3.1% | 14,123 | +15.1% | 0.57% | +15.6% |
| Q3 2018 | $1,068,000 | +9.2% | 12,265 | +4.1% | 0.49% | -9.2% |
| Q2 2018 | $978,000 | +2.4% | 11,782 | +1.7% | 0.54% | -3.9% |
| Q1 2018 | $955,000 | -6.2% | 11,587 | -2.6% | 0.57% | -22.7% |
| Q4 2017 | $1,018,000 | – | 11,895 | – | 0.73% | – |
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% |