VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $176,574 | +239.6% | 1,709 | +210.7% | 0.00% | – |
| Q3 2022 | $52,000 | -7.1% | 550 | 0.0% | 0.00% | – |
| Q2 2022 | $56,000 | -9.7% | 550 | 0.0% | 0.00% | – |
| Q1 2022 | $62,000 | 0.0% | 550 | 0.0% | 0.00% | – |
| Q4 2021 | $62,000 | +8.8% | 550 | 0.0% | 0.00% | – |
| Q3 2021 | $57,000 | -1.7% | 550 | 0.0% | 0.00% | – |
| Q2 2021 | $58,000 | +3.6% | 550 | 0.0% | 0.00% | – |
| Q1 2021 | $56,000 | +12.0% | 550 | 0.0% | 0.00% | – |
| Q4 2020 | $50,000 | +11.1% | 550 | 0.0% | 0.00% | – |
| Q3 2020 | $45,000 | +4.7% | 550 | 0.0% | 0.00% | – |
| Q2 2020 | $43,000 | +10.3% | 550 | 0.0% | 0.00% | – |
| Q1 2020 | $39,000 | -62.1% | 550 | -50.0% | 0.00% | – |
| Q4 2019 | $103,000 | +5.1% | 1,100 | 0.0% | 0.00% | – |
| Q3 2019 | $98,000 | +4.3% | 1,100 | 0.0% | 0.00% | – |
| Q1 2019 | $94,000 | +9.3% | 1,100 | 0.0% | 0.00% | – |
| Q4 2018 | $86,000 | -10.4% | 1,100 | 0.0% | 0.00% | – |
| Q3 2018 | $96,000 | +5.5% | 1,100 | 0.0% | 0.00% | – |
| Q2 2018 | $91,000 | 0.0% | 1,100 | 0.0% | 0.00% | – |
| Q1 2018 | $91,000 | -3.2% | 1,100 | 0.0% | 0.00% | – |
| Q4 2017 | $94,000 | +5.6% | 1,100 | 0.0% | 0.00% | – |
| Q3 2017 | $89,000 | +3.5% | 1,100 | 0.0% | 0.00% | – |
| Q2 2017 | $86,000 | 0.0% | 1,100 | 0.0% | 0.00% | – |
| Q1 2017 | $86,000 | +3.6% | 1,100 | 0.0% | 0.00% | – |
| Q4 2016 | $83,000 | +3.8% | 1,100 | 0.0% | 0.00% | – |
| Q3 2016 | $80,000 | +1.3% | 1,100 | 0.0% | 0.00% | – |
| Q2 2016 | $79,000 | +3.9% | 1,100 | 0.0% | 0.00% | – |
| Q1 2016 | $76,000 | +2.7% | 1,100 | 0.0% | 0.00% | – |
| Q4 2015 | $74,000 | +7.2% | 1,100 | 0.0% | 0.00% | – |
| Q3 2015 | $69,000 | -6.8% | 1,100 | 0.0% | 0.00% | – |
| Q2 2015 | $74,000 | -22.9% | 1,100 | -21.4% | 0.00% | – |
| Q1 2015 | $96,000 | 0.0% | 1,400 | 0.0% | 0.00% | – |
| Q4 2014 | $96,000 | – | 1,400 | 0.0% | 0.00% | – |
| Q3 2014 | $0 | -100.0% | 1,400 | 0.0% | 0.00% | – |
| Q2 2014 | $93,000 | +1.1% | 1,400 | 0.0% | 0.00% | – |
| Q1 2014 | $92,000 | +5.7% | 1,400 | 0.0% | 0.00% | – |
| Q4 2013 | $87,000 | +8.8% | 1,400 | 0.0% | 0.00% | – |
| Q3 2013 | $80,000 | +1.3% | 1,400 | 0.0% | 0.00% | – |
| Q2 2013 | $79,000 | +2.6% | 1,400 | 0.0% | 0.00% | – |
| Q1 2013 | $77,000 | – | 1,400 | – | 0.00% | – |
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% |