VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,695,481 | +61.7% | 16,410 | +66.0% | 0.60% | +70.7% |
| Q2 2023 | $1,048,820 | -59.9% | 9,888 | -59.1% | 0.35% | -59.1% |
| Q4 2022 | $2,618,682 | +1.8% | 24,200 | +5.6% | 0.86% | +14.6% |
| Q1 2022 | $2,572,000 | -32.7% | 22,914 | -32.8% | 0.75% | -31.4% |
| Q4 2021 | $3,821,000 | -3.0% | 34,087 | -10.6% | 1.09% | -8.3% |
| Q3 2021 | $3,941,000 | -7.4% | 38,132 | -6.1% | 1.19% | +5.3% |
| Q2 2021 | $4,255,000 | -3.5% | 40,614 | -6.9% | 1.13% | -12.9% |
| Q1 2021 | $4,411,000 | +7.9% | 43,632 | -2.3% | 1.30% | +51.0% |
| Q4 2020 | $4,089,000 | -18.7% | 44,681 | -16.7% | 0.86% | -14.2% |
| Q4 2019 | $5,028,000 | -1.8% | 53,657 | -7.0% | 1.00% | +9.3% |
| Q3 2019 | $5,119,000 | +17.1% | 57,689 | +15.4% | 0.92% | +24.1% |
| Q2 2019 | $4,370,000 | -5.8% | 50,011 | -7.6% | 0.74% | -3.7% |
| Q1 2019 | $4,638,000 | -11.3% | 54,150 | -9.8% | 0.77% | 0.0% |
| Q3 2018 | $5,229,000 | -0.3% | 60,041 | -4.9% | 0.77% | -3.5% |
| Q2 2018 | $5,245,000 | -1.2% | 63,160 | -1.8% | 0.80% | -6.9% |
| Q1 2018 | $5,307,000 | +66.8% | 64,341 | +73.1% | 0.85% | +55.3% |
| Q4 2017 | $3,182,000 | -2.4% | 37,162 | -7.6% | 0.55% | -6.5% |
| Q3 2017 | $3,261,000 | +589.4% | 40,219 | +564.3% | 0.59% | +560.7% |
| Q2 2017 | $473,000 | +6.5% | 6,054 | +5.9% | 0.09% | +1.1% |
| Q1 2017 | $444,000 | -2.8% | 5,715 | -5.1% | 0.09% | +1.1% |
| Q4 2016 | $457,000 | +7.5% | 6,025 | +2.2% | 0.09% | +14.5% |
| Q3 2016 | $425,000 | +14.6% | 5,896 | +13.5% | 0.08% | +20.6% |
| Q2 2016 | $371,000 | +19.3% | 5,194 | +15.4% | 0.06% | +16.7% |
| Q1 2016 | $311,000 | – | 4,499 | – | 0.05% | – |
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% |