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 | $707,277 | -1.3% | 6,846 | +1.3% | 0.12% | +0.9% |
| Q2 2023 | $716,764 | +8.6% | 6,757 | +8.0% | 0.12% | -1.7% |
| Q1 2023 | $660,261 | +8.8% | 6,258 | +11.6% | 0.12% | +1.7% |
| Q4 2022 | $606,718 | +45.5% | 5,607 | +27.5% | 0.12% | +29.2% |
| Q3 2022 | $417,000 | -24.9% | 4,399 | -25.7% | 0.09% | -55.5% |
| Q4 2019 | $555,000 | +20.1% | 5,919 | +13.7% | 0.20% | +9.3% |
| Q3 2019 | $462,000 | – | 5,208 | – | 0.18% | – |
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% |