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 | $1,901,835 | +8.4% | 18,308 | +9.8% | 0.24% | +16.2% |
| Q2 2023 | $1,754,728 | +19.8% | 16,672 | +18.8% | 0.20% | +12.1% |
| Q1 2023 | $1,465,042 | +108.4% | 14,037 | +116.6% | 0.18% | +100.0% |
| Q4 2022 | $703,059 | +31.9% | 6,481 | +17.2% | 0.09% | +31.9% |
| Q3 2022 | $533,000 | +16.9% | 5,532 | +23.8% | 0.07% | +21.1% |
| Q2 2022 | $456,000 | -47.2% | 4,469 | -41.1% | 0.06% | -42.4% |
| Q1 2022 | $863,000 | -7.0% | 7,585 | -8.5% | 0.10% | -5.7% |
| Q4 2021 | $928,000 | +134.9% | 8,289 | +120.0% | 0.10% | +118.8% |
| Q3 2021 | $395,000 | +6.5% | 3,768 | +5.8% | 0.05% | 0.0% |
| Q2 2021 | $371,000 | -97.8% | 3,560 | -97.9% | 0.05% | -92.9% |
| Q1 2021 | $17,070,000 | +21.2% | 168,293 | +8.4% | 0.67% | +10.9% |
| Q4 2020 | $14,085,000 | +14.0% | 155,229 | +0.9% | 0.61% | -1.0% |
| Q3 2020 | $12,353,000 | -3.6% | 153,824 | -6.6% | 0.61% | -8.9% |
| Q2 2020 | $12,818,000 | -7.5% | 164,669 | -14.3% | 0.67% | -12.3% |
| Q1 2020 | $13,850,000 | -34.4% | 192,039 | -15.0% | 0.77% | -26.2% |
| Q4 2019 | $21,099,000 | +30.1% | 225,828 | +23.1% | 1.04% | +18.9% |
| Q3 2019 | $16,222,000 | +13.8% | 183,380 | +11.6% | 0.87% | +14.7% |
| Q2 2019 | $14,251,000 | +7.3% | 164,258 | +5.4% | 0.76% | -1.2% |
| Q1 2019 | $13,280,000 | +14.0% | 155,847 | +3.4% | 0.77% | -0.8% |
| Q4 2018 | $11,651,000 | -2.4% | 150,687 | +9.8% | 0.78% | +11.5% |
| Q3 2018 | $11,942,000 | +16.0% | 137,188 | +10.6% | 0.70% | +4.2% |
| Q2 2018 | $10,294,000 | +10.0% | 124,075 | +8.1% | 0.67% | +7.6% |
| Q1 2018 | $9,354,000 | -13.1% | 114,737 | -8.5% | 0.62% | -10.1% |
| Q4 2017 | $10,768,000 | +15.0% | 125,383 | +8.4% | 0.69% | +10.9% |
| Q3 2017 | $9,365,000 | +12.6% | 115,669 | +8.5% | 0.62% | +5.6% |
| Q2 2017 | $8,315,000 | +24.8% | 106,575 | +24.2% | 0.59% | +14.1% |
| Q1 2017 | $6,661,000 | +31.0% | 85,814 | +28.2% | 0.52% | +16.7% |
| Q4 2016 | $5,086,000 | +43.7% | 66,943 | +35.5% | 0.44% | +23.0% |
| Q3 2016 | $3,540,000 | +78.1% | 49,392 | +74.6% | 0.36% | +55.6% |
| Q2 2016 | $1,988,000 | +38.2% | 28,285 | +36.1% | 0.23% | +16.0% |
| Q1 2016 | $1,438,000 | +591.3% | 20,778 | +515.5% | 0.20% | +440.5% |
| Q3 2015 | $208,000 | -12.6% | 3,376 | -4.6% | 0.04% | -11.9% |
| Q2 2015 | $238,000 | +9.7% | 3,538 | +11.9% | 0.04% | 0.0% |
| Q1 2015 | $217,000 | – | 3,162 | – | 0.04% | – |
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% |