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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $267,000 | +8.5% | 2,385 | 0.0% | 0.05% | -1.8% |
| Q3 2021 | $246,000 | -26.1% | 2,385 | -25.0% | 0.06% | -24.7% |
| Q2 2021 | $333,000 | +50.0% | 3,180 | +44.9% | 0.07% | +35.2% |
| Q1 2021 | $222,000 | +10.4% | 2,195 | 0.0% | 0.05% | +5.9% |
| Q4 2020 | $201,000 | -65.0% | 2,195 | -69.9% | 0.05% | -69.5% |
| Q2 2020 | $575,000 | +7.7% | 7,300 | -3.3% | 0.17% | -8.2% |
| Q1 2020 | $534,000 | -45.7% | 7,550 | -28.0% | 0.18% | -37.7% |
| Q4 2019 | $983,000 | -24.6% | 10,490 | -28.6% | 0.29% | -27.9% |
| Q3 2019 | $1,304,000 | +1.7% | 14,691 | +0.2% | 0.40% | -1.5% |
| Q2 2019 | $1,282,000 | +21.2% | 14,666 | +18.7% | 0.41% | +9.6% |
| Q1 2019 | $1,058,000 | +17.8% | 12,356 | +7.4% | 0.38% | +2.2% |
| Q4 2018 | $898,000 | +6.9% | 11,510 | +19.4% | 0.37% | +17.3% |
| Q3 2018 | $840,000 | +4.9% | 9,643 | 0.0% | 0.31% | -2.5% |
| Q2 2018 | $801,000 | +0.9% | 9,643 | +0.2% | 0.32% | -4.5% |
| Q1 2018 | $794,000 | – | 9,623 | – | 0.34% | – |
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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% |