VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 352 filers reported holding VANGUARD WHITEHALL FDS in Q4 2014. The put-call ratio across all filers is 1.33 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,193 | -9.8% | 11,547 | -7.4% | 0.21% | -6.3% |
Q2 2023 | $1,323 | -0.5% | 12,469 | +0.7% | 0.22% | -5.1% |
Q1 2023 | $1,329 | -3.4% | 12,382 | -0.2% | 0.23% | -5.3% |
Q4 2022 | $1,376 | -99.9% | 12,409 | +0.2% | 0.25% | -4.6% |
Q3 2022 | $1,244,000 | -4.5% | 12,387 | -2.3% | 0.26% | -5.8% |
Q2 2022 | $1,302,000 | -8.4% | 12,679 | +0.1% | 0.28% | +1.1% |
Q1 2022 | $1,422,000 | -1.5% | 12,671 | -1.7% | 0.27% | +2.3% |
Q4 2021 | $1,444,000 | +10.1% | 12,884 | +1.5% | 0.27% | +12.2% |
Q3 2021 | $1,312,000 | -1.6% | 12,693 | -0.2% | 0.24% | -2.5% |
Q2 2021 | $1,333,000 | +3.3% | 12,721 | -0.3% | 0.24% | -3.6% |
Q1 2021 | $1,290,000 | +10.2% | 12,764 | -0.2% | 0.25% | +2.4% |
Q4 2020 | $1,171,000 | +14.5% | 12,793 | +1.2% | 0.25% | +5.1% |
Q3 2020 | $1,023,000 | +2.8% | 12,638 | +0.1% | 0.23% | +2.2% |
Q2 2020 | $995,000 | +8.6% | 12,631 | -2.4% | 0.23% | -9.5% |
Q1 2020 | $916,000 | -23.4% | 12,944 | +1.4% | 0.25% | -15.4% |
Q4 2019 | $1,196,000 | +15.3% | 12,768 | +9.3% | 0.30% | +5.3% |
Q3 2019 | $1,037,000 | +7.9% | 11,686 | +6.2% | 0.28% | +7.6% |
Q2 2019 | $961,000 | +2.0% | 11,002 | 0.0% | 0.26% | -2.2% |
Q1 2019 | $942,000 | +12.5% | 11,002 | +2.5% | 0.27% | -0.7% |
Q4 2018 | $837,000 | -23.8% | 10,731 | -14.9% | 0.27% | -28.6% |
Q3 2018 | $1,098,000 | +4.9% | 12,610 | 0.0% | 0.38% | -4.8% |
Q2 2018 | $1,047,000 | +22.0% | 12,610 | +21.3% | 0.40% | +25.4% |
Q1 2018 | $858,000 | -5.2% | 10,396 | -1.6% | 0.32% | +1.3% |
Q4 2017 | $905,000 | +5.7% | 10,564 | 0.0% | 0.32% | +7.9% |
Q3 2017 | $856,000 | +3.6% | 10,564 | 0.0% | 0.29% | -1.7% |
Q2 2017 | $826,000 | +0.2% | 10,564 | -0.5% | 0.30% | -5.4% |
Q1 2017 | $824,000 | -0.4% | 10,614 | -2.7% | 0.31% | -17.4% |
Q4 2016 | $827,000 | +5.1% | 10,914 | 0.0% | 0.38% | -6.6% |
Q3 2016 | $787,000 | +8.3% | 10,914 | +7.3% | 0.41% | +7.7% |
Q2 2016 | $727,000 | +3.6% | 10,169 | 0.0% | 0.38% | +0.5% |
Q1 2016 | $702,000 | +5.1% | 10,169 | +1.7% | 0.38% | -4.6% |
Q4 2015 | $668,000 | +6.5% | 10,001 | 0.0% | 0.39% | +3.7% |
Q3 2015 | $627,000 | -6.8% | 10,001 | 0.0% | 0.38% | 0.0% |
Q2 2015 | $673,000 | +6.2% | 10,001 | -1.6% | 0.38% | -20.5% |
Q4 2014 | $634,000 | – | 10,166 | – | 0.48% | – |
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% |