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 | $28,723 | +98944.8% | 278 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $29 | 0.0% | 278 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $29 | -3.3% | 278 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $30 | -99.9% | 278 | 0.0% | 0.02% | +15.4% |
| Q3 2022 | $26,000 | -7.1% | 278 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $28,000 | -9.7% | 278 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $31,000 | 0.0% | 278 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $31,000 | +6.9% | 278 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $29,000 | -3.3% | 278 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $30,000 | +7.1% | 278 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $28,000 | +12.0% | 278 | 0.0% | 0.01% | +7.7% |
| Q4 2020 | $25,000 | 0.0% | 278 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | +13.6% | 278 | 0.0% | 0.01% | -7.1% |
| Q2 2020 | $22,000 | 0.0% | 278 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $22,000 | -15.4% | 278 | 0.0% | 0.02% | -11.8% |
| Q4 2019 | $26,000 | +4.0% | 278 | 0.0% | 0.02% | -5.6% |
| Q3 2019 | $25,000 | +4.2% | 278 | 0.0% | 0.02% | +5.9% |
| Q2 2019 | $24,000 | 0.0% | 278 | 0.0% | 0.02% | -10.5% |
| Q1 2019 | $24,000 | +9.1% | 278 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $22,000 | -12.0% | 278 | -9.2% | 0.02% | +5.6% |
| Q3 2018 | $25,000 | -3.8% | 306 | 0.0% | 0.02% | +5.9% |
| Q2 2018 | $26,000 | +4.0% | 306 | 0.0% | 0.02% | -5.6% |
| Q1 2018 | $25,000 | -13.8% | 306 | -8.7% | 0.02% | -21.7% |
| Q4 2017 | $29,000 | – | 335 | – | 0.02% | – |
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% |