VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,154 | +26.0% | 59,566 | +28.7% | 3.70% | -5.9% |
| Q1 2023 | $4,884 | -27.3% | 46,298 | -25.5% | 3.93% | -16.2% |
| Q4 2022 | $6,721 | -99.9% | 62,113 | +25.1% | 4.70% | +13.1% |
| Q3 2022 | $4,711,000 | -30.8% | 49,657 | -25.8% | 4.15% | -12.8% |
| Q2 2022 | $6,803,000 | -9.5% | 66,890 | -0.1% | 4.76% | -7.6% |
| Q1 2022 | $7,517,000 | -0.2% | 66,964 | -0.4% | 5.16% | +2.6% |
| Q4 2021 | $7,535,000 | +0.6% | 67,212 | -6.0% | 5.02% | -26.5% |
| Q2 2021 | $7,491,000 | +6.4% | 71,501 | +2.7% | 6.83% | +26.0% |
| Q1 2021 | $7,039,000 | -1.3% | 69,627 | -10.7% | 5.42% | -3.2% |
| Q4 2020 | $7,135,000 | – | 77,973 | – | 5.60% | – |
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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% |