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 | $16,015 | -44.1% | 155 | -43.0% | 0.01% | -37.5% |
| Q1 2023 | $28,644 | -2.5% | 272 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $29,379 | +13.0% | 272 | 0.0% | 0.01% | +14.3% |
| Q3 2022 | $26,000 | -7.1% | 272 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,000 | -6.7% | 272 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $30,000 | 0.0% | 272 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $30,000 | -46.4% | 272 | -49.9% | 0.01% | -53.8% |
| Q3 2021 | $56,000 | -1.8% | 543 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $57,000 | -48.2% | 543 | -50.0% | 0.01% | -51.9% |
| Q1 2021 | $110,000 | +11.1% | 1,086 | 0.0% | 0.03% | +8.0% |
| Q4 2020 | $99,000 | +12.5% | 1,086 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $88,000 | +2.3% | 1,086 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $86,000 | +11.7% | 1,086 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $77,000 | -24.5% | 1,086 | 0.0% | 0.03% | -7.1% |
| Q4 2019 | $102,000 | +6.2% | 1,086 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $96,000 | +1.1% | 1,086 | 0.0% | 0.03% | +3.7% |
| Q2 2019 | $95,000 | +2.2% | 1,086 | 0.0% | 0.03% | -6.9% |
| Q1 2019 | $93,000 | +9.4% | 1,086 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $85,000 | -10.5% | 1,086 | 0.0% | 0.03% | -9.1% |
| Q3 2018 | $95,000 | +5.6% | 1,086 | 0.0% | 0.03% | -5.7% |
| Q2 2018 | $90,000 | 0.0% | 1,086 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $90,000 | -3.2% | 1,086 | 0.0% | 0.04% | -5.4% |
| Q4 2017 | $93,000 | +5.7% | 1,086 | 0.0% | 0.04% | +2.8% |
| Q3 2017 | $88,000 | +3.5% | 1,086 | 0.0% | 0.04% | -2.7% |
| Q2 2017 | $85,000 | +1.2% | 1,086 | 0.0% | 0.04% | -5.1% |
| Q1 2017 | $84,000 | +2.4% | 1,086 | 0.0% | 0.04% | -2.5% |
| Q4 2016 | $82,000 | +5.1% | 1,086 | 0.0% | 0.04% | +2.6% |
| Q3 2016 | $78,000 | 0.0% | 1,086 | 0.0% | 0.04% | -2.5% |
| Q2 2016 | $78,000 | +4.0% | 1,086 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $75,000 | +4.2% | 1,086 | 0.0% | 0.04% | -2.4% |
| Q4 2015 | $72,000 | +5.9% | 1,086 | 0.0% | 0.04% | +5.1% |
| Q3 2015 | $68,000 | -6.8% | 1,086 | 0.0% | 0.04% | -7.1% |
| Q2 2015 | $73,000 | – | 1,086 | – | 0.04% | – |
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% |