VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $860,764 | +1.2% | 8,159 | +3.8% | 0.13% | -16.5% |
| Q4 2022 | $850,721 | +21.7% | 7,862 | +6.7% | 0.16% | +6.8% |
| Q3 2022 | $698,846 | -7.3% | 7,366 | -0.6% | 0.15% | -9.2% |
| Q2 2022 | $754,000 | +5.2% | 7,412 | +16.1% | 0.16% | +16.4% |
| Q1 2022 | $717,000 | 0.0% | 6,383 | -0.2% | 0.14% | +2.9% |
| Q4 2021 | $717,000 | +8.0% | 6,397 | -0.4% | 0.14% | -30.3% |
| Q3 2021 | $664,000 | +5.4% | 6,421 | +6.8% | 0.20% | -5.3% |
| Q2 2021 | $630,000 | +3.6% | 6,010 | 0.0% | 0.21% | -15.2% |
| Q1 2021 | $608,000 | +4.1% | 6,010 | -5.8% | 0.24% | -0.8% |
| Q4 2020 | $584,000 | +10.6% | 6,379 | -2.1% | 0.24% | -8.2% |
| Q3 2020 | $528,000 | -0.8% | 6,519 | -3.6% | 0.27% | -2.9% |
| Q2 2020 | $532,000 | -49.2% | 6,759 | -39.5% | 0.28% | -49.6% |
| Q1 2020 | $1,048,000 | 0.0% | 11,179 | 0.0% | 0.55% | +0.2% |
| Q4 2019 | $1,048,000 | -75.7% | 11,179 | -2.2% | 0.54% | +2377.3% |
| Q3 2019 | $4,305,000 | +326.2% | 11,425 | -1.2% | 0.02% | -95.5% |
| Q2 2019 | $1,010,000 | -20.5% | 11,567 | -21.2% | 0.49% | -16.3% |
| Q1 2019 | $1,270,000 | +6.0% | 14,671 | -1.2% | 0.58% | -3.5% |
| Q4 2018 | $1,198,000 | -6.6% | 14,844 | +0.8% | 0.60% | -11.7% |
| Q3 2018 | $1,283,000 | +2.6% | 14,730 | -2.2% | 0.68% | -5.7% |
| Q2 2018 | $1,251,000 | -10.6% | 15,061 | -11.3% | 0.72% | +0.4% |
| Q1 2018 | $1,400,000 | -5.0% | 16,972 | -4.8% | 0.72% | -11.7% |
| Q4 2017 | $1,474,000 | – | 17,833 | – | 0.82% | – |
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% |