VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $394,922 | -21.1% | 3,869 | -18.0% | 0.14% | -19.7% |
| Q2 2023 | $500,751 | -20.6% | 4,721 | -20.5% | 0.18% | -20.5% |
| Q1 2023 | $631,044 | +10.8% | 5,936 | +12.8% | 0.22% | +2.3% |
| Q4 2022 | $569,290 | +20.1% | 5,261 | +5.4% | 0.22% | +9.0% |
| Q3 2022 | $474,000 | -6.9% | 4,991 | -0.2% | 0.20% | -2.0% |
| Q2 2022 | $509,000 | -15.4% | 5,001 | -6.4% | 0.20% | -6.4% |
| Q1 2022 | $602,000 | -8.4% | 5,343 | -8.9% | 0.22% | -7.6% |
| Q4 2021 | $657,000 | -6.0% | 5,865 | -12.2% | 0.24% | -15.4% |
| Q3 2021 | $699,000 | -1.0% | 6,682 | -0.3% | 0.28% | -6.7% |
| Q2 2021 | $706,000 | +0.7% | 6,701 | -2.9% | 0.30% | -17.8% |
| Q1 2021 | $701,000 | +6.5% | 6,899 | -4.1% | 0.36% | -7.1% |
| Q4 2020 | $658,000 | +3.8% | 7,193 | -8.2% | 0.39% | -17.1% |
| Q3 2020 | $634,000 | -9.0% | 7,833 | -11.4% | 0.47% | -13.5% |
| Q2 2020 | $697,000 | +12.1% | 8,844 | +0.5% | 0.55% | -14.8% |
| Q1 2020 | $622,000 | -30.9% | 8,798 | -8.4% | 0.64% | -6.3% |
| Q4 2019 | $900,000 | +6.0% | 9,602 | +0.3% | 0.69% | -2.1% |
| Q3 2019 | $849,000 | -11.8% | 9,574 | -13.2% | 0.70% | -14.0% |
| Q2 2019 | $963,000 | +1.2% | 11,025 | +0.3% | 0.82% | -5.8% |
| Q1 2019 | $952,000 | +8.7% | 10,991 | -2.1% | 0.86% | -10.5% |
| Q4 2018 | $876,000 | – | 11,226 | – | 0.97% | – |
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% |