VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $486,346 | -4.1% | 4,707 | -1.5% | 0.19% | -12.2% |
| Q2 2023 | $507,002 | +1.1% | 4,780 | +0.6% | 0.21% | +12.1% |
| Q1 2023 | $501,260 | -2.5% | 4,752 | +0.0% | 0.19% | -18.8% |
| Q4 2022 | $513,899 | +14.7% | 4,750 | +0.1% | 0.23% | +9.9% |
| Q3 2022 | $448,000 | -7.1% | 4,747 | +0.1% | 0.21% | +14.5% |
| Q2 2022 | $482,000 | -9.6% | 4,744 | +0.1% | 0.19% | -5.6% |
| Q1 2022 | $533,000 | -0.9% | 4,741 | -1.5% | 0.20% | +6.5% |
| Q4 2021 | $538,000 | +8.5% | 4,815 | +0.1% | 0.18% | +23.3% |
| Q3 2021 | $496,000 | +0.6% | 4,811 | +2.2% | 0.15% | -3.2% |
| Q2 2021 | $493,000 | +71.2% | 4,709 | +15.7% | 0.16% | -23.6% |
| Q1 2020 | $288,000 | -30.9% | 4,070 | -8.5% | 0.20% | -21.0% |
| Q4 2019 | $417,000 | +5.3% | 4,447 | +0.1% | 0.26% | +16.3% |
| Q3 2019 | $396,000 | +4.5% | 4,443 | +2.4% | 0.22% | -0.5% |
| Q2 2019 | $379,000 | +2.7% | 4,340 | +0.1% | 0.22% | -1.8% |
| Q1 2019 | $369,000 | +8.2% | 4,336 | -1.2% | 0.23% | -11.4% |
| Q4 2018 | $341,000 | -4.2% | 4,388 | +6.7% | 0.26% | +22.0% |
| Q3 2018 | $356,000 | -0.3% | 4,114 | 0.0% | 0.21% | +91.7% |
| Q2 2018 | $357,000 | +5.0% | 4,114 | -0.2% | 0.11% | +6.9% |
| Q1 2018 | $340,000 | – | 4,122 | – | 0.10% | – |
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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% |