VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331 | -2.4% | 3,200 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $339 | +0.3% | 3,200 | 0.0% | 0.05% | +3.9% |
| Q1 2023 | $338 | -2.3% | 3,200 | 0.0% | 0.05% | +2.0% |
| Q4 2022 | $346 | -99.9% | 3,200 | 0.0% | 0.05% | +22.0% |
| Q3 2022 | $304,000 | -6.5% | 3,200 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $325,000 | -9.5% | 3,200 | 0.0% | 0.04% | +7.9% |
| Q1 2022 | $359,000 | 0.0% | 3,200 | 0.0% | 0.04% | +8.6% |
| Q4 2021 | $359,000 | +8.5% | 3,200 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $331,000 | -1.2% | 3,200 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $335,000 | +3.7% | 3,200 | 0.0% | 0.04% | -2.8% |
| Q1 2021 | $323,000 | +10.2% | 3,200 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $293,000 | -67.7% | 3,200 | -71.4% | 0.04% | -73.7% |
| Q3 2020 | $906,000 | +2.7% | 11,200 | 0.0% | 0.14% | -19.4% |
| Q2 2020 | $882,000 | +11.4% | 11,200 | 0.0% | 0.17% | -3.4% |
| Q1 2020 | $792,000 | -24.6% | 11,200 | 0.0% | 0.18% | -11.6% |
| Q4 2019 | $1,050,000 | +5.6% | 11,200 | 0.0% | 0.20% | +8.7% |
| Q3 2019 | $994,000 | +1.5% | 11,200 | 0.0% | 0.18% | -9.9% |
| Q2 2019 | $979,000 | +2.1% | 11,200 | 0.0% | 0.20% | -2.9% |
| Q1 2019 | $959,000 | +9.9% | 11,200 | 0.0% | 0.21% | -0.5% |
| Q4 2018 | $873,000 | – | 11,200 | – | 0.21% | – |
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% |