VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,857 | -4.1% | 66,368 | -1.5% | 2.47% | -11.6% |
| Q2 2023 | $7,150 | +79.0% | 67,410 | +78.0% | 2.79% | +58.1% |
| Q1 2023 | $3,995 | -2.5% | 37,872 | 0.0% | 1.77% | -7.1% |
| Q4 2022 | $4,098 | -99.9% | 37,872 | -13.1% | 1.90% | -27.0% |
| Q3 2022 | $4,135,000 | -6.7% | 43,585 | 0.0% | 2.61% | -5.0% |
| Q2 2022 | $4,433,000 | -9.4% | 43,585 | 0.0% | 2.74% | +12.1% |
| Q1 2022 | $4,892,000 | -4.5% | 43,585 | -4.7% | 2.45% | -4.6% |
| Q4 2021 | $5,125,000 | +24.1% | 45,716 | +14.4% | 2.56% | +24.8% |
| Q3 2021 | $4,131,000 | -1.4% | 39,969 | 0.0% | 2.05% | -11.2% |
| Q2 2021 | $4,188,000 | +17.9% | 39,969 | +13.8% | 2.31% | +43.1% |
| Q1 2021 | $3,552,000 | +10.5% | 35,137 | 0.0% | 1.62% | +7.2% |
| Q4 2020 | $3,215,000 | +13.0% | 35,137 | 0.0% | 1.51% | +41.5% |
| Q3 2020 | $2,844,000 | +2.7% | 35,137 | 0.0% | 1.07% | -34.2% |
| Q2 2020 | $2,768,000 | +11.3% | 35,137 | 0.0% | 1.62% | -31.6% |
| Q1 2020 | $2,486,000 | -37.1% | 35,137 | -16.7% | 2.37% | +12.5% |
| Q4 2019 | $3,952,000 | +7.4% | 42,168 | +1.7% | 2.11% | -16.0% |
| Q3 2019 | $3,678,000 | +1.5% | 41,457 | 0.0% | 2.51% | -7.2% |
| Q2 2019 | $3,623,000 | +2.2% | 41,457 | +0.1% | 2.70% | -10.4% |
| Q1 2019 | $3,546,000 | +9.8% | 41,400 | 0.0% | 3.02% | -9.8% |
| Q4 2018 | $3,229,000 | – | 41,400 | – | 3.35% | – |
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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% |