VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,697,719 | -5.4% | 26,110 | -2.9% | 0.37% | -3.9% |
| Q2 2023 | $2,850,698 | +3.6% | 26,876 | +3.0% | 0.39% | +2.1% |
| Q1 2023 | $2,752,193 | -16.2% | 26,087 | -14.0% | 0.38% | -20.5% |
| Q4 2022 | $3,283,005 | +7.1% | 30,339 | -6.0% | 0.48% | -1.2% |
| Q3 2022 | $3,064,000 | -5.0% | 32,292 | +1.8% | 0.48% | -0.8% |
| Q2 2022 | $3,225,000 | -9.3% | 31,714 | +0.1% | 0.49% | +0.8% |
| Q1 2022 | $3,557,000 | +6.7% | 31,690 | +6.5% | 0.48% | +8.3% |
| Q4 2021 | $3,335,000 | +24.3% | 29,749 | +14.7% | 0.45% | +11.8% |
| Q3 2021 | $2,682,000 | +20.4% | 25,946 | +22.1% | 0.40% | +18.4% |
| Q2 2021 | $2,227,000 | +27.0% | 21,258 | +22.6% | 0.34% | +13.9% |
| Q1 2021 | $1,753,000 | +65.4% | 17,340 | +49.7% | 0.30% | +43.7% |
| Q4 2020 | $1,060,000 | +13.9% | 11,587 | +0.7% | 0.21% | -8.4% |
| Q3 2020 | $931,000 | +93.2% | 11,507 | +88.2% | 0.22% | +40.6% |
| Q2 2020 | $482,000 | -12.4% | 6,114 | -15.0% | 0.16% | -17.5% |
| Q1 2020 | $550,000 | -28.3% | 7,196 | -13.1% | 0.19% | -14.5% |
| Q4 2019 | $767,000 | -9.4% | 8,285 | -13.2% | 0.23% | -24.3% |
| Q3 2019 | $847,000 | +1.8% | 9,543 | +2.0% | 0.30% | -6.0% |
| Q2 2019 | $832,000 | +9.8% | 9,358 | +5.8% | 0.32% | +3.6% |
| Q1 2019 | $758,000 | +38.8% | 8,845 | +26.4% | 0.31% | +15.4% |
| Q4 2018 | $546,000 | -41.9% | 6,998 | -35.2% | 0.27% | +0.8% |
| Q3 2018 | $940,000 | -25.9% | 10,797 | -29.3% | 0.26% | -32.4% |
| Q2 2018 | $1,269,000 | +1.3% | 15,275 | +0.5% | 0.39% | -9.9% |
| Q1 2018 | $1,253,000 | -7.6% | 15,192 | -4.1% | 0.44% | -10.5% |
| Q4 2017 | $1,356,000 | +13.9% | 15,836 | +7.8% | 0.49% | +2.7% |
| Q3 2017 | $1,191,000 | +3.1% | 14,689 | -0.6% | 0.47% | -4.1% |
| Q2 2017 | $1,155,000 | -11.6% | 14,773 | -12.2% | 0.49% | -16.3% |
| Q1 2017 | $1,307,000 | +1.2% | 16,830 | -1.2% | 0.59% | -2.6% |
| Q4 2016 | $1,291,000 | +7.6% | 17,032 | +2.4% | 0.60% | 0.0% |
| Q3 2016 | $1,200,000 | +40.4% | 16,640 | +39.0% | 0.60% | +37.8% |
| Q2 2016 | $855,000 | +153.0% | 11,971 | +144.9% | 0.44% | +128.6% |
| Q1 2016 | $338,000 | +27.1% | 4,889 | +22.7% | 0.19% | +43.3% |
| Q4 2015 | $266,000 | – | 3,986 | – | 0.13% | – |
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% |