VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 909 filers reported holding VANGUARD WHITEHALL FDS in Q2 2020. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234 | -48.5% | 2,274 | -46.9% | 0.00% | – |
| Q2 2023 | $454 | -100.0% | 4,283 | -63.9% | 0.00% | -100.0% |
| Q3 2022 | $1,125,000 | +1109.7% | 11,859 | +1327.1% | 0.00% | – |
| Q4 2021 | $93,000 | -78.0% | 831 | -79.3% | 0.00% | – |
| Q3 2021 | $423,000 | +0.5% | 4,018 | -0.0% | 0.00% | – |
| Q2 2021 | $421,000 | – | 4,019 | -47.9% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 7,715 | +817.4% | 0.00% | – |
| Q4 2020 | $76,000 | -87.5% | 841 | -90.2% | 0.00% | -100.0% |
| Q1 2020 | $610,000 | +54.4% | 8,622 | +90.0% | 0.00% | 0.0% |
| Q3 2018 | $395,000 | +967.6% | 4,539 | +806.0% | 0.00% | -50.0% |
| Q4 2016 | $37,000 | -77.4% | 501 | -78.2% | 0.00% | -81.8% |
| Q2 2016 | $164,000 | +12.3% | 2,302 | +8.5% | 0.01% | -8.3% |
| Q1 2016 | $146,000 | -13.6% | 2,121 | -13.8% | 0.01% | -40.0% |
| Q4 2014 | $169,000 | – | 2,461 | – | 0.02% | – |
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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% |