VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 856 filers reported holding VANGUARD WHITEHALL FDS in Q3 2019. The put-call ratio across all filers is 0.39 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $376,962 | -8.6% | 3,648 | -6.2% | 0.05% | -3.8% |
| Q2 2023 | $412,452 | +0.5% | 3,888 | 0.0% | 0.05% | -3.6% |
| Q1 2023 | $410,236 | -2.5% | 3,888 | 0.0% | 0.06% | -6.8% |
| Q4 2022 | $420,773 | +14.3% | 3,888 | +0.3% | 0.06% | +5.4% |
| Q3 2022 | $368,000 | -6.6% | 3,878 | 0.0% | 0.06% | -1.8% |
| Q2 2022 | $394,000 | -6.6% | 3,878 | +3.1% | 0.06% | +7.5% |
| Q1 2022 | $422,000 | +21.6% | 3,760 | +21.6% | 0.05% | +32.5% |
| Q4 2021 | $347,000 | -4.7% | 3,092 | -12.1% | 0.04% | -13.0% |
| Q3 2021 | $364,000 | +5.8% | 3,519 | +7.1% | 0.05% | +7.0% |
| Q2 2021 | $344,000 | +9.9% | 3,287 | +6.3% | 0.04% | -4.4% |
| Q1 2021 | $313,000 | +2.0% | 3,093 | -7.7% | 0.04% | +28.6% |
| Q4 2020 | $307,000 | +13.3% | 3,352 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $271,000 | +2.7% | 3,352 | 0.0% | 0.04% | -5.4% |
| Q2 2020 | $264,000 | -7.7% | 3,352 | -17.0% | 0.04% | -28.8% |
| Q1 2020 | $286,000 | -23.1% | 4,037 | +1.8% | 0.05% | -3.7% |
| Q4 2019 | $372,000 | +6.0% | 3,967 | +0.4% | 0.05% | -1.8% |
| Q3 2019 | $351,000 | +2.0% | 3,953 | +0.4% | 0.06% | +1.9% |
| Q2 2019 | $344,000 | +15.8% | 3,938 | +13.6% | 0.05% | +1.9% |
| Q1 2019 | $297,000 | – | 3,467 | – | 0.05% | – |
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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% |