VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $213,660 | -28.4% | 1,914 | -30.6% | 0.01% | -53.3% |
| Q4 2022 | $298,551 | +14.0% | 2,759 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $262,000 | -57.3% | 2,759 | -54.2% | 0.02% | -60.5% |
| Q2 2022 | $613,000 | +64.8% | 6,030 | +82.0% | 0.04% | +123.5% |
| Q1 2022 | $372,000 | -23.5% | 3,313 | -23.6% | 0.02% | -29.2% |
| Q4 2021 | $486,000 | +17.4% | 4,335 | +8.3% | 0.02% | -25.0% |
| Q3 2021 | $414,000 | – | 4,004 | – | 0.03% | – |
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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% |