VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 704 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is 0.80 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,413,107 | +174.9% | 13,677 | +149.1% | 0.19% | +142.3% |
| Q4 2019 | $514,000 | +56.7% | 5,490 | +48.5% | 0.08% | +47.2% |
| Q3 2019 | $328,000 | +209.4% | 3,697 | +198.9% | 0.05% | +211.8% |
| Q1 2019 | $106,000 | -82.5% | 1,237 | -84.1% | 0.02% | -84.4% |
| Q4 2018 | $607,000 | +286.6% | 7,774 | +324.8% | 0.11% | +354.2% |
| Q4 2017 | $157,000 | +11.3% | 1,830 | -13.3% | 0.02% | -20.0% |
| Q4 2015 | $141,000 | +464.0% | 2,111 | +475.2% | 0.03% | +500.0% |
| Q2 2015 | $25,000 | 0.0% | 367 | 0.0% | 0.01% | +25.0% |
| Q1 2015 | $25,000 | – | 367 | – | 0.00% | – |
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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% |