VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 843 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $676,153 | -2.5% | 6,544 | +0.1% | 0.16% | -2.4% |
| Q2 2023 | $693,206 | +4.0% | 6,535 | +2.3% | 0.17% | -5.1% |
| Q1 2023 | $666,429 | -35.4% | 6,385 | -33.0% | 0.18% | -35.3% |
| Q4 2022 | $1,031,204 | +26.7% | 9,530 | +11.1% | 0.27% | +12.4% |
| Q3 2022 | $814,000 | -16.5% | 8,575 | -6.4% | 0.24% | -2.4% |
| Q2 2022 | $975,000 | +17.6% | 9,166 | +24.0% | 0.25% | +25.3% |
| Q1 2022 | $829,000 | +15.8% | 7,389 | +15.7% | 0.20% | -3.4% |
| Q4 2021 | $716,000 | +10.8% | 6,385 | +2.2% | 0.20% | -2.8% |
| Q3 2021 | $646,000 | +2.5% | 6,250 | +4.0% | 0.21% | +0.5% |
| Q2 2021 | $630,000 | +4.1% | 6,010 | +0.5% | 0.21% | -9.1% |
| Q1 2021 | $605,000 | +16.6% | 5,983 | +5.4% | 0.23% | -16.3% |
| Q4 2020 | $519,000 | -7.8% | 5,674 | -18.4% | 0.28% | -21.1% |
| Q3 2020 | $563,000 | +6.0% | 6,957 | +3.3% | 0.35% | -8.6% |
| Q2 2020 | $531,000 | +12.3% | 6,736 | +0.7% | 0.38% | -10.7% |
| Q1 2020 | $473,000 | -29.9% | 6,690 | -6.3% | 0.43% | -2.3% |
| Q4 2019 | $675,000 | +7.1% | 7,141 | +0.6% | 0.44% | +2.6% |
| Q3 2019 | $630,000 | +3.3% | 7,097 | +1.6% | 0.43% | +9.2% |
| Q2 2019 | $610,000 | -40.2% | 6,982 | -41.7% | 0.39% | -41.8% |
| Q1 2019 | $1,020,000 | +15.3% | 11,974 | +5.5% | 0.67% | -10.6% |
| Q4 2018 | $885,000 | -10.2% | 11,354 | +0.2% | 0.75% | -0.4% |
| Q3 2018 | $986,000 | +20.1% | 11,327 | +14.6% | 0.76% | +30.3% |
| Q2 2018 | $821,000 | – | 9,881 | – | 0.58% | – |
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% |