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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,715,283 | +0.1% | 26,283 | +2.8% | 0.44% | +8.1% |
| Q2 2023 | $2,711,975 | +29.7% | 25,570 | +29.0% | 0.40% | +27.8% |
| Q1 2023 | $2,091,115 | +87504.3% | 19,823 | -10.2% | 0.32% | -18.1% |
| Q4 2022 | $2,387 | -99.9% | 22,063 | +8.5% | 0.39% | -8.3% |
| Q3 2022 | $1,929,000 | -5.1% | 20,335 | +1.7% | 0.42% | -3.7% |
| Q2 2022 | $2,032,000 | +41.1% | 19,986 | +55.8% | 0.44% | +55.9% |
| Q1 2022 | $1,440,000 | +853.6% | 12,828 | +853.0% | 0.28% | +702.9% |
| Q4 2021 | $151,000 | +26.9% | 1,346 | +17.2% | 0.04% | +12.9% |
| Q3 2021 | $119,000 | +29.3% | 1,148 | +30.6% | 0.03% | -52.3% |
| Q2 2021 | $92,000 | -14.8% | 879 | -17.7% | 0.06% | -16.7% |
| Q1 2021 | $108,000 | -56.1% | 1,068 | -60.3% | 0.08% | -59.8% |
| Q4 2020 | $246,000 | +21.8% | 2,691 | +7.9% | 0.19% | +14.1% |
| Q3 2020 | $202,000 | +10.4% | 2,494 | +7.6% | 0.17% | -2.3% |
| Q2 2020 | $183,000 | +10.9% | 2,318 | -0.4% | 0.17% | -4.4% |
| Q1 2020 | $165,000 | -1.2% | 2,327 | +30.8% | 0.18% | +23.8% |
| Q4 2019 | $167,000 | +45.2% | 1,779 | +37.0% | 0.15% | +34.9% |
| Q3 2019 | $115,000 | +187.5% | 1,299 | +183.0% | 0.11% | +194.6% |
| Q2 2019 | $40,000 | +122.2% | 459 | +115.5% | 0.04% | +362.5% |
| Q2 2018 | $18,000 | 0.0% | 213 | 0.0% | 0.01% | +14.3% |
| Q1 2018 | $18,000 | -53.8% | 213 | -53.8% | 0.01% | -56.2% |
| Q4 2017 | $39,000 | +5.4% | 461 | 0.0% | 0.02% | -20.0% |
| Q3 2017 | $37,000 | +2.8% | 461 | 0.0% | 0.02% | +17.6% |
| Q2 2017 | $36,000 | 0.0% | 461 | 0.0% | 0.02% | +6.2% |
| Q1 2017 | $36,000 | – | 461 | – | 0.02% | – |
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% |