VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,868,119 | -7.3% | 18,081 | -4.8% | 0.63% | -6.4% |
| Q2 2023 | $2,014,470 | -4.9% | 18,992 | -5.4% | 0.67% | -8.9% |
| Q1 2023 | $2,117,275 | -4.5% | 20,069 | -2.0% | 0.74% | -5.3% |
| Q4 2022 | $2,216,562 | +20.3% | 20,484 | +5.5% | 0.78% | +6.6% |
| Q3 2022 | $1,843,000 | -6.2% | 19,424 | +0.6% | 0.73% | -2.5% |
| Q2 2022 | $1,964,000 | -9.2% | 19,315 | +0.2% | 0.75% | +4.9% |
| Q1 2022 | $2,164,000 | +28.7% | 19,280 | +28.6% | 0.72% | +25.6% |
| Q4 2021 | $1,682,000 | +30.0% | 14,998 | +24.7% | 0.57% | +21.0% |
| Q3 2021 | $1,294,000 | +2.4% | 12,029 | +1.6% | 0.47% | -3.7% |
| Q2 2021 | $1,264,000 | +33.9% | 11,837 | +19.3% | 0.49% | +18.4% |
| Q1 2021 | $944,000 | +9.6% | 9,926 | +5.5% | 0.41% | +7.6% |
| Q4 2020 | $861,000 | +2.5% | 9,405 | -9.5% | 0.38% | -6.6% |
| Q3 2020 | $840,000 | +9.1% | 10,387 | +6.2% | 0.41% | -10.1% |
| Q2 2020 | $770,000 | +16.0% | 9,778 | +4.2% | 0.46% | -3.4% |
| Q1 2020 | $664,000 | -4.0% | 9,385 | +27.0% | 0.47% | +34.0% |
| Q4 2019 | $692,000 | -13.4% | 7,387 | -18.0% | 0.35% | -16.5% |
| Q3 2019 | $799,000 | +9.5% | 9,012 | +7.8% | 0.42% | +64.6% |
| Q2 2019 | $730,000 | +284.2% | 8,363 | +277.6% | 0.26% | +138.0% |
| Q1 2019 | $190,000 | +8.6% | 2,215 | -1.6% | 0.11% | -1.8% |
| Q4 2018 | $175,000 | – | 2,250 | – | 0.11% | – |
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% |