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 | $22,928,037 | +22.6% | 221,913 | +25.9% | 0.40% | +26.2% |
| Q2 2023 | $18,698,137 | +101228.4% | 176,281 | +0.8% | 0.32% | -15.8% |
| Q1 2023 | $18,453 | +27.6% | 174,911 | +30.9% | 0.38% | -3.3% |
| Q4 2022 | $14,456 | -99.9% | 133,592 | +1.0% | 0.39% | -2.0% |
| Q3 2022 | $12,552,000 | -4.4% | 132,290 | +2.4% | 0.40% | -2.0% |
| Q2 2022 | $13,135,000 | +7.8% | 129,158 | +19.0% | 0.41% | +9.9% |
| Q1 2022 | $12,183,000 | +9.8% | 108,535 | +9.6% | 0.37% | +12.7% |
| Q4 2021 | $11,099,000 | +10.5% | 98,997 | +1.9% | 0.33% | +0.9% |
| Q3 2021 | $10,043,000 | +8.2% | 97,171 | +9.7% | 0.33% | -0.6% |
| Q2 2021 | $9,281,000 | +7.1% | 88,586 | +3.3% | 0.33% | -7.6% |
| Q1 2021 | $8,665,000 | +12.4% | 85,718 | +1.8% | 0.36% | -2.5% |
| Q4 2020 | $7,707,000 | +18.0% | 84,221 | +4.3% | 0.36% | -9.4% |
| Q3 2020 | $6,533,000 | +7.8% | 80,718 | +4.9% | 0.40% | -7.6% |
| Q2 2020 | $6,061,000 | +12.4% | 76,941 | +1.0% | 0.44% | -12.4% |
| Q1 2020 | $5,390,000 | -21.9% | 76,177 | +3.5% | 0.50% | -14.4% |
| Q4 2019 | $6,897,000 | +11.3% | 73,599 | +5.4% | 0.58% | -16.5% |
| Q3 2019 | $6,199,000 | +13.3% | 69,858 | +6.3% | 0.70% | -2.8% |
| Q2 2019 | $5,470,000 | +6.1% | 65,729 | +9.3% | 0.72% | -17.9% |
| Q1 2019 | $5,154,000 | +20.0% | 60,163 | +9.2% | 0.87% | -25.2% |
| Q4 2018 | $4,295,000 | +25.5% | 55,073 | +40.8% | 1.17% | +12.9% |
| Q3 2018 | $3,422,000 | +239.5% | 39,113 | +483.3% | 1.03% | +200.6% |
| Q2 2018 | $1,008,000 | -69.0% | 6,706 | -83.4% | 0.34% | -73.6% |
| Q1 2018 | $3,254,000 | -2.9% | 40,352 | +4.9% | 1.30% | -9.0% |
| Q4 2017 | $3,351,000 | – | 38,457 | – | 1.43% | – |
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% |