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 | $101,150 | -2.6% | 979 | 0.0% | 0.06% | +19.6% |
| Q2 2023 | $103,843 | +0.5% | 979 | 0.0% | 0.05% | +2.2% |
| Q1 2023 | $103,285 | -2.5% | 979 | 0.0% | 0.04% | -6.2% |
| Q4 2022 | $105,938 | -3.7% | 979 | 0.0% | 0.05% | +20.0% |
| Q1 2022 | $110,000 | 0.0% | 979 | 0.0% | 0.04% | +33.3% |
| Q4 2021 | $110,000 | +8.9% | 979 | 0.0% | 0.03% | +11.1% |
| Q3 2021 | $101,000 | -1.9% | 979 | 0.0% | 0.03% | +12.5% |
| Q2 2021 | $103,000 | -67.3% | 979 | -71.6% | 0.02% | -70.4% |
| Q4 2020 | $315,000 | +0.6% | 3,443 | -13.9% | 0.08% | -21.4% |
| Q2 2017 | $313,000 | +0.6% | 4,000 | 0.0% | 0.10% | +5.1% |
| Q1 2017 | $311,000 | +2.6% | 4,000 | 0.0% | 0.10% | -2.0% |
| Q4 2016 | $303,000 | +4.8% | 4,000 | 0.0% | 0.10% | +7.5% |
| Q3 2016 | $289,000 | +1.0% | 4,000 | 0.0% | 0.09% | +5.7% |
| Q2 2016 | $286,000 | +3.6% | 4,000 | 0.0% | 0.09% | -1.1% |
| Q1 2016 | $276,000 | +3.4% | 4,000 | 0.0% | 0.09% | +6.0% |
| Q4 2015 | $267,000 | +6.4% | 4,000 | 0.0% | 0.08% | +21.7% |
| Q3 2015 | $251,000 | – | 4,000 | – | 0.07% | – |
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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% |