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 | $675,190 | -3.5% | 6,534 | -1.0% | 0.06% | -3.3% |
| Q2 2023 | $699,900 | -1.0% | 6,598 | -1.5% | 0.06% | -6.2% |
| Q1 2023 | $707,005 | -3.0% | 6,701 | -0.5% | 0.06% | -3.0% |
| Q4 2022 | $728,589 | +14.6% | 6,733 | +0.5% | 0.07% | +1.5% |
| Q3 2022 | $636,000 | +1.6% | 6,701 | +8.9% | 0.07% | -26.7% |
| Q2 2022 | $626,000 | -9.3% | 6,151 | 0.0% | 0.09% | +4.7% |
| Q1 2022 | $690,000 | -6.8% | 6,151 | -6.8% | 0.09% | -6.5% |
| Q4 2021 | $740,000 | +8.5% | 6,601 | 0.0% | 0.09% | -3.2% |
| Q3 2021 | $682,000 | -1.4% | 6,601 | 0.0% | 0.10% | -5.0% |
| Q2 2021 | $692,000 | +3.7% | 6,601 | 0.0% | 0.10% | -1.0% |
| Q1 2021 | $667,000 | +1.2% | 6,601 | -8.3% | 0.10% | -1.9% |
| Q4 2020 | $659,000 | +7.7% | 7,202 | -4.7% | 0.10% | -14.2% |
| Q3 2020 | $612,000 | +7.2% | 7,557 | +4.3% | 0.12% | +1.7% |
| Q2 2020 | $571,000 | +17.0% | 7,242 | +5.1% | 0.12% | -4.1% |
| Q1 2020 | $488,000 | -24.5% | 6,891 | 0.0% | 0.12% | +3.4% |
| Q4 2019 | $646,000 | +5.7% | 6,891 | 0.0% | 0.12% | +105.2% |
| Q3 2019 | $611,000 | +1.5% | 6,891 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $602,000 | +131.5% | 6,891 | +127.2% | 0.06% | +123.1% |
| Q1 2019 | $260,000 | +9.7% | 3,033 | 0.0% | 0.03% | -7.1% |
| Q4 2018 | $237,000 | -10.2% | 3,033 | 0.0% | 0.03% | +12.0% |
| Q3 2018 | $264,000 | +4.8% | 3,033 | 0.0% | 0.02% | +8.7% |
| Q2 2018 | $252,000 | +1.6% | 3,033 | +0.9% | 0.02% | -4.2% |
| Q1 2018 | $248,000 | – | 3,006 | – | 0.02% | – |
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% |