VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,664,737 | -2.1% | 25,791 | +0.5% | 0.90% | +1.1% |
| Q2 2023 | $2,722,398 | +5.5% | 25,666 | +4.9% | 0.90% | +0.7% |
| Q1 2023 | $2,580,344 | +16.9% | 24,458 | +5.2% | 0.89% | +2.9% |
| Q3 2022 | $2,207,000 | -0.3% | 23,260 | +6.9% | 0.86% | -5.4% |
| Q2 2022 | $2,214,000 | -2.4% | 21,768 | +7.7% | 0.91% | +12.6% |
| Q1 2022 | $2,269,000 | +4.1% | 20,213 | +3.9% | 0.81% | -7.6% |
| Q4 2021 | $2,180,000 | +6.7% | 19,449 | -1.6% | 0.88% | -1.6% |
| Q3 2021 | $2,044,000 | +12.0% | 19,774 | +13.5% | 0.89% | +12.1% |
| Q2 2021 | $1,825,000 | +13.4% | 17,416 | +9.4% | 0.80% | +3.4% |
| Q1 2021 | $1,610,000 | +27.3% | 15,922 | +15.2% | 0.77% | +64.5% |
| Q4 2020 | $1,265,000 | +18.3% | 13,825 | +4.6% | 0.47% | +5.6% |
| Q3 2020 | $1,069,000 | +12.9% | 13,212 | +9.9% | 0.44% | -5.1% |
| Q2 2020 | $947,000 | +32.4% | 12,024 | +19.0% | 0.47% | +3.3% |
| Q1 2020 | $715,000 | +9.2% | 10,103 | +44.6% | 0.45% | +56.9% |
| Q4 2019 | $655,000 | +7.6% | 6,989 | +1.8% | 0.29% | -3.4% |
| Q3 2019 | $609,000 | +5.0% | 6,867 | +3.4% | 0.30% | +0.3% |
| Q2 2019 | $580,000 | +32.4% | 6,641 | +29.8% | 0.30% | +25.8% |
| Q1 2019 | $438,000 | +9.8% | 5,117 | +0.1% | 0.24% | +10.3% |
| Q4 2018 | $399,000 | +2.8% | 5,113 | +14.8% | 0.21% | +13.2% |
| Q3 2018 | $388,000 | -4.4% | 4,452 | -9.0% | 0.19% | -20.6% |
| Q2 2018 | $406,000 | -9.4% | 4,894 | -9.9% | 0.24% | -12.8% |
| Q1 2018 | $448,000 | -3.7% | 5,432 | 0.0% | 0.27% | -4.2% |
| Q4 2017 | $465,000 | +5.7% | 5,432 | +0.1% | 0.28% | +1.1% |
| Q3 2017 | $440,000 | +3.8% | 5,428 | +0.1% | 0.28% | -0.7% |
| Q2 2017 | $424,000 | -0.5% | 5,423 | -1.1% | 0.28% | -4.7% |
| Q1 2017 | $426,000 | -24.5% | 5,484 | -26.4% | 0.30% | -30.5% |
| Q4 2016 | $564,000 | – | 7,448 | – | 0.43% | – |
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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% |