VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $575 | -2.5% | 5,566 | 0.0% | 0.27% | +3.5% |
| Q2 2023 | $590 | -2.0% | 5,566 | 0.0% | 0.26% | -15.1% |
| Q4 2022 | $602 | -99.9% | 5,566 | 0.0% | 0.30% | +3.4% |
| Q3 2022 | $528,000 | -6.7% | 5,566 | 0.0% | 0.29% | +6.9% |
| Q2 2022 | $566,000 | -9.4% | 5,566 | 0.0% | 0.28% | +13.6% |
| Q1 2022 | $625,000 | +0.2% | 5,566 | 0.0% | 0.24% | +13.6% |
| Q4 2021 | $624,000 | +8.5% | 5,566 | 0.0% | 0.21% | 0.0% |
| Q3 2021 | $575,000 | -1.4% | 5,566 | 0.0% | 0.21% | +1.4% |
| Q2 2021 | $583,000 | +3.6% | 5,566 | 0.0% | 0.21% | -3.2% |
| Q1 2021 | $563,000 | +10.6% | 5,566 | 0.0% | 0.22% | +4.8% |
| Q4 2020 | $509,000 | +13.1% | 5,566 | 0.0% | 0.21% | -1.4% |
| Q3 2020 | $450,000 | +2.7% | 5,566 | 0.0% | 0.21% | -3.7% |
| Q2 2020 | $438,000 | +11.2% | 5,566 | 0.0% | 0.22% | -16.8% |
| Q1 2020 | $394,000 | -24.5% | 5,566 | 0.0% | 0.26% | +7.4% |
| Q4 2019 | $522,000 | +5.7% | 5,566 | 0.0% | 0.24% | -4.3% |
| Q3 2019 | $494,000 | +1.6% | 5,566 | 0.0% | 0.26% | -0.8% |
| Q2 2019 | $486,000 | +1.9% | 5,566 | 0.0% | 0.26% | +5.8% |
| Q1 2019 | $477,000 | +9.9% | 5,566 | 0.0% | 0.24% | -11.3% |
| Q4 2018 | $434,000 | -10.5% | 5,566 | 0.0% | 0.27% | +21.2% |
| Q3 2018 | $485,000 | -13.7% | 5,566 | -17.7% | 0.23% | -15.7% |
| Q2 2018 | $562,000 | +0.7% | 6,766 | 0.0% | 0.27% | +2.7% |
| Q1 2018 | $558,000 | -3.6% | 6,766 | 0.0% | 0.26% | -1.5% |
| Q4 2017 | $579,000 | +5.5% | 6,766 | 0.0% | 0.26% | +2.3% |
| Q3 2017 | $549,000 | +3.8% | 6,766 | 0.0% | 0.26% | +2.4% |
| Q2 2017 | $529,000 | +0.8% | 6,766 | 0.0% | 0.25% | -9.3% |
| Q1 2017 | $525,000 | +2.3% | 6,766 | 0.0% | 0.28% | -1.4% |
| Q4 2016 | $513,000 | +5.1% | 6,766 | 0.0% | 0.28% | +2.2% |
| Q3 2016 | $488,000 | +1.0% | 6,766 | 0.0% | 0.28% | -1.8% |
| Q2 2016 | $483,000 | +3.4% | 6,766 | 0.0% | 0.28% | +0.7% |
| Q1 2016 | $467,000 | +3.3% | 6,766 | 0.0% | 0.28% | +8.9% |
| Q4 2015 | $452,000 | +0.2% | 6,766 | -6.1% | 0.26% | -13.8% |
| Q3 2015 | $451,000 | -7.0% | 7,206 | 0.0% | 0.30% | +15.1% |
| Q2 2015 | $485,000 | -13.4% | 7,206 | -12.2% | 0.26% | -9.8% |
| Q1 2015 | $560,000 | +4.9% | 8,206 | +5.7% | 0.29% | +2.9% |
| Q4 2014 | $534,000 | +11.7% | 7,766 | +7.9% | 0.28% | +15.8% |
| Q3 2014 | $478,000 | +22.3% | 7,200 | +16.1% | 0.24% | +15.3% |
| Q1 2014 | $391,000 | +20.7% | 6,200 | +19.2% | 0.21% | +20.1% |
| Q4 2013 | $324,000 | – | 5,200 | – | 0.17% | – |
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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% |