VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. 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 | $1,272,704 | -79.6% | 12,318 | -79.1% | 0.02% | -77.0% |
| Q2 2023 | $6,242,227 | +556.3% | 58,850 | +552.7% | 0.10% | +488.2% |
| Q1 2023 | $951,196 | -3.3% | 9,016 | -0.8% | 0.02% | -10.5% |
| Q4 2022 | $983,151 | -7.3% | 9,086 | -18.7% | 0.02% | -17.4% |
| Q3 2022 | $1,061,000 | -15.8% | 11,180 | -9.8% | 0.02% | -20.7% |
| Q2 2022 | $1,260,000 | +157.1% | 12,390 | +183.7% | 0.03% | +190.0% |
| Q1 2022 | $490,000 | – | 4,367 | – | 0.01% | – |
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% |