VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,986,572 | -1.4% | 19,227 | +1.3% | 0.14% | +6.1% |
| Q2 2023 | $2,014,118 | -41.1% | 18,989 | -41.4% | 0.13% | -29.8% |
| Q1 2023 | $3,418,510 | -1.9% | 32,403 | +0.7% | 0.19% | -17.2% |
| Q4 2022 | $3,483,312 | +19.9% | 32,190 | +5.1% | 0.23% | +8.1% |
| Q3 2022 | $2,906,000 | -7.9% | 30,632 | -1.3% | 0.21% | -5.8% |
| Q2 2022 | $3,155,000 | -10.6% | 31,027 | -1.3% | 0.22% | +3.2% |
| Q1 2022 | $3,530,000 | -1.3% | 31,448 | -1.4% | 0.22% | -3.1% |
| Q4 2021 | $3,577,000 | +87.2% | 31,905 | +72.6% | 0.22% | +52.7% |
| Q3 2021 | $1,911,000 | +9.8% | 18,486 | +11.2% | 0.15% | +9.0% |
| Q2 2021 | $1,741,000 | +44.0% | 16,620 | +39.0% | 0.13% | +30.1% |
| Q1 2021 | $1,209,000 | +52.7% | 11,957 | +38.1% | 0.10% | +37.3% |
| Q4 2020 | $792,000 | +74.1% | 8,657 | +65.6% | 0.08% | -47.2% |
| Q3 2018 | $455,000 | +4.8% | 5,227 | 0.0% | 0.14% | +3.6% |
| Q2 2018 | $434,000 | – | 5,227 | – | 0.14% | – |
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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% |