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 | $2,208,052 | -2.6% | 21,371 | 0.0% | 0.42% | -8.6% |
| Q2 2023 | $2,266,822 | -0.4% | 21,371 | -0.9% | 0.46% | -10.1% |
| Q1 2023 | $2,275,530 | +84.9% | 21,569 | +89.7% | 0.51% | +79.4% |
| Q4 2022 | $1,230,456 | +497.3% | 11,371 | +423.8% | 0.28% | +412.7% |
| Q3 2022 | $206,000 | -6.8% | 2,171 | 0.0% | 0.06% | -11.3% |
| Q2 2022 | $221,000 | -6.8% | 2,171 | +2.8% | 0.06% | +8.8% |
| Q1 2022 | $237,000 | -0.8% | 2,111 | -0.9% | 0.06% | 0.0% |
| Q4 2021 | $239,000 | +7.2% | 2,130 | -1.2% | 0.06% | -8.1% |
| Q3 2021 | $223,000 | 0.0% | 2,156 | +1.2% | 0.06% | -26.2% |
| Q2 2021 | $223,000 | +3.7% | 2,130 | 0.0% | 0.08% | +18.3% |
| Q1 2021 | $215,000 | -18.6% | 2,130 | -24.5% | 0.07% | -43.2% |
| Q4 2019 | $264,000 | -6.0% | 2,822 | -10.8% | 0.12% | -12.0% |
| Q3 2019 | $281,000 | +1.8% | 3,164 | 0.0% | 0.14% | -6.6% |
| Q2 2019 | $276,000 | +1.8% | 3,164 | 0.0% | 0.15% | +0.7% |
| Q1 2019 | $271,000 | +9.7% | 3,164 | 0.0% | 0.15% | -1.3% |
| Q4 2018 | $247,000 | -10.5% | 3,164 | 0.0% | 0.15% | 0.0% |
| Q3 2018 | $276,000 | +4.9% | 3,164 | 0.0% | 0.15% | +2.0% |
| Q2 2018 | $263,000 | +0.8% | 3,164 | 0.0% | 0.15% | 0.0% |
| Q1 2018 | $261,000 | -3.7% | 3,164 | 0.0% | 0.15% | +1.4% |
| Q4 2017 | $271,000 | +5.4% | 3,164 | 0.0% | 0.15% | +1.4% |
| Q3 2017 | $257,000 | +4.0% | 3,164 | 0.0% | 0.15% | -0.7% |
| Q2 2017 | $247,000 | +0.4% | 3,164 | 0.0% | 0.15% | -1.3% |
| Q1 2017 | $246,000 | +2.5% | 3,164 | 0.0% | 0.15% | +0.7% |
| Q4 2016 | $240,000 | -21.1% | 3,164 | -25.6% | 0.15% | -21.7% |
| Q2 2016 | $304,000 | +3.8% | 4,250 | 0.0% | 0.19% | +2.7% |
| Q1 2016 | $293,000 | +3.2% | 4,250 | 0.0% | 0.18% | +1.7% |
| Q4 2015 | $284,000 | -22.4% | 4,250 | -27.2% | 0.18% | -25.5% |
| Q3 2015 | $366,000 | +27.1% | 5,837 | +37.3% | 0.24% | +34.3% |
| Q2 2015 | $288,000 | -0.7% | 4,250 | 0.0% | 0.18% | -1.1% |
| Q1 2015 | $290,000 | -54.4% | 4,250 | -54.1% | 0.18% | -51.5% |
| Q4 2014 | $636,000 | – | 9,250 | – | 0.38% | – |
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% |