VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 917 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $15,004,000 | -9.6% | 190,454 | -18.8% | 3.52% | -50.7% |
| Q1 2020 | $16,592,000 | -24.2% | 234,514 | +0.4% | 7.13% | +22.5% |
| Q4 2019 | $21,885,000 | +8.6% | 233,535 | +2.9% | 5.82% | -8.5% |
| Q3 2019 | $20,145,000 | +3.9% | 227,034 | +2.3% | 6.36% | -10.4% |
| Q2 2019 | $19,398,000 | +6.5% | 221,992 | +6.6% | 7.09% | +13.2% |
| Q1 2019 | $18,220,000 | +8.0% | 208,248 | -3.8% | 6.27% | +7.2% |
| Q4 2018 | $16,877,000 | -10.6% | 216,400 | -0.1% | 5.84% | +4.8% |
| Q3 2018 | $18,869,000 | – | 216,657 | – | 5.58% | – |
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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% |