VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $614,857 | -2.6% | 5,951 | 0.0% | 0.38% | +2.7% |
| Q2 2023 | $631,223 | +4.8% | 5,951 | +5.2% | 0.37% | +1.9% |
| Q1 2023 | $602,307 | -1.6% | 5,656 | 0.0% | 0.36% | +5.8% |
| Q4 2022 | $612,037 | +14.2% | 5,656 | 0.0% | 0.34% | -9.9% |
| Q3 2022 | $536,000 | -6.8% | 5,656 | 0.0% | 0.38% | -4.0% |
| Q2 2022 | $575,000 | -9.9% | 5,656 | 0.0% | 0.40% | +4.2% |
| Q1 2022 | $638,000 | -1.7% | 5,656 | 0.0% | 0.38% | -3.5% |
| Q4 2021 | $649,000 | +5.7% | 5,656 | 0.0% | 0.40% | +8.8% |
| Q3 2021 | $614,000 | -1.6% | 5,656 | -2.0% | 0.36% | -3.2% |
| Q2 2021 | $624,000 | +1.3% | 5,772 | 0.0% | 0.38% | -0.5% |
| Q1 2021 | $616,000 | +19.8% | 5,772 | +2.8% | 0.38% | +4.4% |
| Q4 2020 | $514,000 | +9.8% | 5,617 | 0.0% | 0.36% | -2.9% |
| Q3 2020 | $468,000 | -0.6% | 5,617 | 0.0% | 0.37% | +2.5% |
| Q2 2020 | $471,000 | +9.0% | 5,617 | -1.3% | 0.36% | -9.2% |
| Q1 2020 | $432,000 | -17.9% | 5,692 | +1.3% | 0.40% | -3.8% |
| Q4 2019 | $526,000 | +14.6% | 5,617 | +6.7% | 0.42% | -20.7% |
| Q3 2018 | $459,000 | +4.1% | 5,262 | -1.0% | 0.53% | -7.1% |
| Q2 2018 | $441,000 | -8.9% | 5,316 | -9.3% | 0.57% | -11.8% |
| Q1 2018 | $484,000 | -4.7% | 5,863 | 0.0% | 0.64% | +3.5% |
| Q4 2017 | $508,000 | – | 5,863 | – | 0.62% | – |
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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% |