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 | $223,675 | -20.7% | 2,163 | -18.7% | 0.07% | +2.9% |
| Q2 2023 | $282,134 | +19.5% | 2,659 | +26.5% | 0.07% | +19.0% |
| Q1 2022 | $236,000 | -8.5% | 2,102 | -8.6% | 0.06% | -3.3% |
| Q4 2021 | $258,000 | +8.9% | 2,299 | +0.2% | 0.06% | 0.0% |
| Q3 2021 | $237,000 | -1.2% | 2,295 | +0.1% | 0.06% | -1.6% |
| Q2 2021 | $240,000 | +13.7% | 2,292 | -15.7% | 0.06% | -50.0% |
| Q4 2018 | $211,000 | -32.2% | 2,720 | -24.1% | 0.12% | -20.3% |
| Q3 2018 | $311,000 | +9.9% | 3,585 | +4.4% | 0.15% | -3.2% |
| Q2 2018 | $283,000 | -7.5% | 3,435 | -7.8% | 0.16% | -14.1% |
| Q1 2018 | $306,000 | – | 3,725 | – | 0.18% | – |
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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% |