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 | $2,067,330 | -12.7% | 20,009 | -10.4% | 0.12% | -9.2% |
| Q2 2023 | $2,367,695 | +50.5% | 22,322 | +49.7% | 0.13% | +40.9% |
| Q1 2023 | $1,573,427 | +3.7% | 14,914 | +6.4% | 0.09% | -1.1% |
| Q4 2022 | $1,516,563 | +12.8% | 14,015 | -1.2% | 0.09% | +2.2% |
| Q3 2022 | $1,345,000 | -9.8% | 14,180 | -3.3% | 0.09% | -6.1% |
| Q2 2022 | $1,491,000 | -17.7% | 14,660 | -9.2% | 0.10% | -2.0% |
| Q1 2022 | $1,812,000 | -7.7% | 16,140 | -7.9% | 0.10% | +1.0% |
| Q4 2021 | $1,964,000 | +8.9% | 17,515 | +0.4% | 0.10% | 0.0% |
| Q3 2021 | $1,803,000 | +0.6% | 17,440 | +2.0% | 0.10% | 0.0% |
| Q2 2021 | $1,792,000 | +17.4% | 17,100 | +13.2% | 0.10% | +8.8% |
| Q1 2021 | $1,526,000 | +49.0% | 15,100 | +34.9% | 0.09% | +40.0% |
| Q4 2020 | $1,024,000 | +89.3% | 11,190 | +93.8% | 0.06% | +66.7% |
| Q4 2019 | $541,000 | +6.5% | 5,775 | +0.9% | 0.04% | -2.5% |
| Q3 2019 | $508,000 | +49.0% | 5,725 | +46.8% | 0.04% | +48.1% |
| Q2 2019 | $341,000 | -23.4% | 3,900 | -25.0% | 0.03% | -25.0% |
| Q1 2019 | $445,000 | +9.6% | 5,200 | 0.0% | 0.04% | -5.3% |
| Q4 2018 | $406,000 | -10.4% | 5,200 | 0.0% | 0.04% | +5.6% |
| Q3 2018 | $453,000 | +3.0% | 5,200 | -1.9% | 0.04% | -5.3% |
| Q2 2018 | $440,000 | +0.7% | 5,300 | 0.0% | 0.04% | -2.6% |
| Q1 2018 | $437,000 | -3.7% | 5,300 | 0.0% | 0.04% | -4.9% |
| Q4 2017 | $454,000 | – | 5,300 | – | 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% |