VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 999 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is 0.54 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $197,292 | -6.8% | 1,860 | -7.3% | 0.04% | -10.4% |
| Q1 2023 | $211,684 | +10.4% | 2,006 | -0.7% | 0.05% | -14.3% |
| Q4 2022 | $191,735 | -0.1% | 2,021 | +0.0% | 0.06% | 0.0% |
| Q3 2022 | $192,000 | -6.8% | 2,020 | -0.3% | 0.06% | 0.0% |
| Q2 2022 | $206,000 | -8.8% | 2,027 | +0.7% | 0.06% | +5.7% |
| Q1 2022 | $226,000 | 0.0% | 2,012 | -0.1% | 0.05% | +3.9% |
| Q4 2021 | $226,000 | +7.1% | 2,014 | -1.5% | 0.05% | 0.0% |
| Q3 2021 | $211,000 | -0.9% | 2,044 | +0.6% | 0.05% | 0.0% |
| Q2 2021 | $213,000 | +139.3% | 2,032 | +131.4% | 0.05% | +121.7% |
| Q1 2021 | $89,000 | +36.9% | 878 | +23.5% | 0.02% | +27.8% |
| Q4 2020 | $65,000 | +14.0% | 711 | +0.9% | 0.02% | +5.9% |
| Q3 2020 | $57,000 | +3.6% | 705 | +0.9% | 0.02% | 0.0% |
| Q2 2020 | $55,000 | +14.6% | 699 | +1.2% | 0.02% | +13.3% |
| Q1 2020 | $48,000 | -95.0% | 691 | -93.3% | 0.02% | -94.8% |
| Q4 2019 | $959,000 | +5.5% | 10,243 | 0.0% | 0.29% | -6.5% |
| Q3 2019 | $909,000 | +1.6% | 10,243 | 0.0% | 0.31% | -7.3% |
| Q2 2019 | $895,000 | -11.8% | 10,243 | -13.5% | 0.33% | -26.0% |
| Q1 2019 | $1,015,000 | -11.6% | 11,847 | -19.5% | 0.45% | -32.7% |
| Q4 2018 | $1,148,000 | – | 14,725 | – | 0.66% | – |
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% |