VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 371 filers reported holding VANGUARD WHITEHALL FDS in Q3 2015. The put-call ratio across all filers is 1.52 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,164 | -17.4% | 20,949 | -15.3% | 0.15% | -15.2% |
Q2 2023 | $2,620 | -19.1% | 24,720 | -19.5% | 0.18% | -22.9% |
Q1 2023 | $3,238 | -11.5% | 30,690 | -9.2% | 0.23% | -16.0% |
Q4 2022 | $3,659 | -99.9% | 33,813 | +26.3% | 0.28% | +36.8% |
Q3 2022 | $2,540,000 | +15.8% | 26,774 | +24.1% | 0.20% | +19.6% |
Q2 2022 | $2,194,000 | +4.5% | 21,577 | +15.3% | 0.17% | +16.7% |
Q1 2022 | $2,100,000 | +2.9% | 18,708 | +2.7% | 0.14% | +5.9% |
Q4 2021 | $2,041,000 | +8.2% | 18,208 | -0.3% | 0.14% | -3.5% |
Q3 2021 | $1,887,000 | +19.6% | 18,256 | +17.0% | 0.14% | +9.3% |
Q2 2021 | $1,578,000 | 0.0% | 15,605 | 0.0% | 0.13% | 0.0% |
Q1 2021 | $1,578,000 | +50.0% | 15,605 | +35.8% | 0.13% | +41.8% |
Q4 2020 | $1,052,000 | +23.0% | 11,495 | +8.8% | 0.09% | +23.0% |
Q3 2020 | $855,000 | +2.8% | 10,561 | 0.0% | 0.07% | -8.6% |
Q2 2020 | $832,000 | +13.5% | 10,561 | +1.9% | 0.08% | -4.7% |
Q1 2020 | $733,000 | -13.9% | 10,361 | +14.1% | 0.08% | +6.2% |
Q4 2019 | $851,000 | +8.5% | 9,077 | +2.7% | 0.08% | 0.0% |
Q3 2019 | $784,000 | +4.5% | 8,835 | +2.9% | 0.08% | +1.3% |
Q2 2019 | $750,000 | +17.7% | 8,585 | +15.4% | 0.08% | +11.3% |
Q1 2019 | $637,000 | +0.3% | 7,440 | -8.6% | 0.07% | -11.2% |
Q4 2018 | $635,000 | -8.8% | 8,140 | +2.7% | 0.08% | +6.7% |
Q3 2018 | $696,000 | -1.6% | 7,925 | -6.9% | 0.08% | -6.2% |
Q2 2018 | $707,000 | -0.1% | 8,515 | -0.8% | 0.08% | -2.4% |
Q1 2018 | $708,000 | -13.0% | 8,580 | -9.8% | 0.08% | -14.6% |
Q4 2017 | $814,000 | -7.6% | 9,510 | -12.5% | 0.10% | -11.9% |
Q3 2017 | $881,000 | +3.5% | 10,865 | -0.2% | 0.11% | +0.9% |
Q2 2017 | $851,000 | +14.7% | 10,885 | +14.0% | 0.11% | +13.7% |
Q1 2017 | $742,000 | -31.8% | 9,550 | -33.4% | 0.10% | +26.7% |
Q4 2016 | $1,088,000 | +108.4% | 14,350 | +98.1% | 0.08% | -2.6% |
Q3 2016 | $522,000 | +1.2% | 7,242 | +0.3% | 0.08% | +1.3% |
Q2 2016 | $516,000 | +33.0% | 7,217 | +28.3% | 0.08% | +31.0% |
Q1 2016 | $388,000 | -0.8% | 5,625 | -4.1% | 0.06% | +1.8% |
Q4 2015 | $391,000 | +6.5% | 5,865 | 0.0% | 0.06% | -1.7% |
Q3 2015 | $367,000 | -9.4% | 5,865 | -2.5% | 0.06% | -7.9% |
Q2 2015 | $405,000 | +6.3% | 6,015 | +7.8% | 0.06% | +8.6% |
Q1 2015 | $381,000 | +46.5% | 5,580 | +47.6% | 0.06% | +45.0% |
Q4 2014 | $260,000 | -8.5% | 3,780 | -11.7% | 0.04% | -11.1% |
Q3 2014 | $284,000 | 0.0% | 4,280 | 0.0% | 0.04% | 0.0% |
Q2 2014 | $284,000 | +5.2% | 4,280 | 0.0% | 0.04% | 0.0% |
Q1 2014 | $270,000 | +1.1% | 4,280 | 0.0% | 0.04% | 0.0% |
Q4 2013 | $267,000 | +32.8% | 4,280 | +22.3% | 0.04% | +25.0% |
Q3 2013 | $201,000 | +42.6% | 3,500 | -12.5% | 0.04% | -2.7% |
Q2 2010 | $141,000 | – | 4,000 | – | 0.04% | – |
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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% |