VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 426 filers reported holding VANGUARD WHITEHALL FDS in Q4 2015. The put-call ratio across all filers is 1.13 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $280,204 | -9.3% | 2,712 | -6.9% | 0.02% | -5.6% |
Q2 2023 | $308,876 | +0.5% | 2,912 | 0.0% | 0.02% | -5.3% |
Q1 2023 | $307,216 | -2.5% | 2,912 | 0.0% | 0.02% | -5.0% |
Q4 2022 | $315,108 | +9.0% | 2,912 | -4.6% | 0.02% | 0.0% |
Q3 2022 | $289,000 | -6.2% | 3,051 | +0.7% | 0.02% | 0.0% |
Q2 2022 | $308,000 | -9.4% | 3,031 | 0.0% | 0.02% | -4.8% |
Q1 2022 | $340,000 | -8.8% | 3,031 | -8.8% | 0.02% | -8.7% |
Q4 2021 | $373,000 | +19.9% | 3,325 | +10.4% | 0.02% | +9.5% |
Q3 2021 | $311,000 | -0.6% | 3,012 | +0.7% | 0.02% | 0.0% |
Q2 2021 | $313,000 | +4.0% | 2,990 | +0.3% | 0.02% | -4.5% |
Q1 2021 | $301,000 | +2.7% | 2,980 | -6.8% | 0.02% | -4.3% |
Q4 2020 | $293,000 | +25.8% | 3,197 | +11.2% | 0.02% | +4.5% |
Q3 2020 | $233,000 | +3.1% | 2,875 | 0.0% | 0.02% | +4.8% |
Q2 2020 | $226,000 | -0.4% | 2,875 | -10.5% | 0.02% | -12.5% |
Q1 2020 | $227,000 | -15.6% | 3,212 | +11.7% | 0.02% | +4.3% |
Q4 2019 | $269,000 | 0.0% | 2,875 | -5.1% | 0.02% | 0.0% |
Q3 2019 | $269,000 | +1.5% | 3,029 | 0.0% | 0.02% | +4.5% |
Q2 2019 | $265,000 | +2.3% | 3,029 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $259,000 | +9.7% | 3,029 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $236,000 | -10.6% | 3,029 | 0.0% | 0.02% | 0.0% |
Q3 2018 | $264,000 | +4.8% | 3,029 | 0.0% | 0.02% | -8.3% |
Q2 2018 | $252,000 | +0.8% | 3,029 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $250,000 | -3.5% | 3,029 | 0.0% | 0.02% | -4.0% |
Q4 2017 | $259,000 | +5.3% | 3,029 | 0.0% | 0.02% | -7.4% |
Q3 2017 | $246,000 | +3.8% | 3,029 | 0.0% | 0.03% | 0.0% |
Q2 2017 | $237,000 | +0.9% | 3,029 | 0.0% | 0.03% | -3.6% |
Q1 2017 | $235,000 | +2.2% | 3,029 | 0.0% | 0.03% | -6.7% |
Q4 2016 | $230,000 | +0.9% | 3,029 | -4.1% | 0.03% | -9.1% |
Q3 2016 | $228,000 | -5.4% | 3,159 | -6.4% | 0.03% | -10.8% |
Q2 2016 | $241,000 | +3.4% | 3,376 | 0.0% | 0.04% | +2.8% |
Q1 2016 | $233,000 | +3.6% | 3,376 | 0.0% | 0.04% | -2.7% |
Q4 2015 | $225,000 | +6.1% | 3,376 | 0.0% | 0.04% | -2.6% |
Q3 2015 | $212,000 | -6.2% | 3,376 | +0.7% | 0.04% | 0.0% |
Q2 2015 | $226,000 | -1.3% | 3,351 | 0.0% | 0.04% | 0.0% |
Q1 2015 | $229,000 | +11.7% | 3,351 | +12.1% | 0.04% | +8.6% |
Q4 2014 | $205,000 | – | 2,989 | – | 0.04% | – |
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% |