VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 690 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $263,000 | -12.9% | 2,803 | -17.7% | 0.03% | -23.1% |
| Q3 2019 | $302,000 | -6.5% | 3,404 | -7.8% | 0.04% | -11.4% |
| Q2 2019 | $323,000 | -73.9% | 3,691 | -74.4% | 0.04% | -74.4% |
| Q1 2019 | $1,236,000 | +1.6% | 14,426 | -7.5% | 0.17% | -8.0% |
| Q4 2018 | $1,217,000 | -40.5% | 15,600 | -33.5% | 0.19% | -33.2% |
| Q3 2018 | $2,044,000 | +1.1% | 23,476 | -3.5% | 0.28% | -2.4% |
| Q2 2018 | $2,021,000 | -5.0% | 24,334 | -5.7% | 0.29% | -5.9% |
| Q1 2018 | $2,127,000 | -3.8% | 25,793 | -0.2% | 0.30% | -2.6% |
| Q4 2017 | $2,212,000 | -0.8% | 25,832 | -6.0% | 0.31% | -3.7% |
| Q3 2017 | $2,229,000 | +3.8% | 27,485 | 0.0% | 0.32% | +1.9% |
| Q2 2017 | $2,148,000 | +0.6% | 27,485 | 0.0% | 0.32% | -2.4% |
| Q1 2017 | $2,135,000 | -5.9% | 27,485 | -8.2% | 0.33% | -10.7% |
| Q4 2016 | $2,268,000 | -12.2% | 29,927 | -16.4% | 0.37% | -12.4% |
| Q3 2016 | $2,583,000 | +3.4% | 35,811 | +2.5% | 0.42% | 0.0% |
| Q2 2016 | $2,498,000 | – | 34,954 | – | 0.42% | – |
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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% |