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 | $9,863,857 | -16.2% | 95,469 | -14.0% | 0.72% | +60.0% |
| Q2 2023 | $11,776,952 | +1421.3% | 111,030 | +1413.1% | 0.45% | +1217.6% |
| Q1 2023 | $774,159 | +38.5% | 7,338 | +42.1% | 0.03% | +25.9% |
| Q4 2022 | $558,905 | +22.0% | 5,165 | +7.1% | 0.03% | +3.8% |
| Q3 2022 | $458,000 | +57.4% | 4,824 | +68.5% | 0.03% | +52.9% |
| Q2 2022 | $291,000 | -16.1% | 2,863 | -7.3% | 0.02% | -15.0% |
| Q1 2022 | $347,000 | -5.7% | 3,088 | -6.0% | 0.02% | -4.8% |
| Q4 2021 | $368,000 | +5.1% | 3,286 | -2.9% | 0.02% | -12.5% |
| Q3 2021 | $350,000 | -0.8% | 3,384 | +0.5% | 0.02% | -4.0% |
| Q2 2021 | $353,000 | +3.8% | 3,366 | 0.0% | 0.02% | -16.7% |
| Q1 2021 | $340,000 | -10.3% | 3,366 | -18.7% | 0.03% | -30.2% |
| Q4 2020 | $379,000 | +35.8% | 4,141 | +20.3% | 0.04% | +16.2% |
| Q3 2020 | $279,000 | – | 3,443 | – | 0.04% | – |
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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% |