VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 426 filers reported holding VANGUARD WHITEHALL FDS in Q4 2015. The put-call ratio across all filers is 1.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,538 | -99.9% | 14,217 | +16.8% | 0.04% | +21.2% |
| Q3 2022 | $1,154,000 | -2.8% | 12,167 | +4.3% | 0.03% | +3.1% |
| Q2 2022 | $1,187,000 | -9.4% | 11,667 | 0.0% | 0.03% | +6.7% |
| Q1 2022 | $1,310,000 | -0.5% | 11,667 | -0.6% | 0.03% | +7.1% |
| Q4 2021 | $1,316,000 | +10.4% | 11,742 | +1.8% | 0.03% | 0.0% |
| Q3 2021 | $1,192,000 | 0.0% | 11,530 | +1.3% | 0.03% | 0.0% |
| Q2 2021 | $1,192,000 | +64.9% | 11,380 | +59.2% | 0.03% | +47.4% |
| Q1 2021 | $723,000 | +10.6% | 7,149 | 0.0% | 0.02% | +5.6% |
| Q4 2020 | $654,000 | +14.7% | 7,149 | +1.5% | 0.02% | 0.0% |
| Q3 2020 | $570,000 | +2.7% | 7,046 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $555,000 | -14.7% | 7,046 | -23.4% | 0.02% | -24.0% |
| Q1 2020 | $651,000 | -29.1% | 9,196 | -6.1% | 0.02% | -13.8% |
| Q4 2019 | $918,000 | +5.6% | 9,796 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $869,000 | +1.5% | 9,796 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $856,000 | +9.7% | 9,796 | +7.6% | 0.03% | +3.6% |
| Q1 2019 | $780,000 | +20.6% | 9,100 | +9.6% | 0.03% | +7.7% |
| Q4 2018 | $647,000 | -10.5% | 8,300 | 0.0% | 0.03% | +4.0% |
| Q3 2018 | $723,000 | +4.9% | 8,300 | 0.0% | 0.02% | -3.8% |
| Q2 2018 | $689,000 | -12.1% | 8,300 | -12.6% | 0.03% | -10.3% |
| Q1 2018 | $784,000 | -3.6% | 9,500 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $813,000 | +5.6% | 9,500 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $770,000 | +3.6% | 9,500 | 0.0% | 0.03% | +3.6% |
| Q2 2017 | $743,000 | +0.7% | 9,500 | 0.0% | 0.03% | -3.4% |
| Q1 2017 | $738,000 | +2.5% | 9,500 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $720,000 | -10.1% | 9,500 | -14.4% | 0.03% | -12.1% |
| Q3 2016 | $801,000 | +1.0% | 11,100 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $793,000 | +3.5% | 11,100 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $766,000 | +3.4% | 11,100 | 0.0% | 0.03% | +3.1% |
| Q4 2015 | $741,000 | – | 11,100 | – | 0.03% | – |
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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% |