VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. 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 | $12,696 | -2.2% | 122,885 | +0.4% | 1.85% | -24.1% |
| Q2 2023 | $12,978 | -9.3% | 122,353 | -9.8% | 2.43% | -17.9% |
| Q1 2023 | $14,310 | -99.9% | 135,643 | -0.9% | 2.96% | -17.0% |
| Q4 2022 | $14,804,975 | +7.7% | 136,817 | -5.5% | 3.57% | -2.3% |
| Q3 2022 | $13,741,000 | -8.4% | 144,825 | -1.8% | 3.66% | -4.6% |
| Q2 2022 | $14,998,000 | -7.0% | 147,470 | +2.6% | 3.83% | +6.5% |
| Q1 2022 | $16,133,000 | +10.9% | 143,727 | +10.7% | 3.60% | +15.7% |
| Q4 2021 | $14,553,000 | +8.6% | 129,812 | +0.1% | 3.11% | +1.3% |
| Q3 2021 | $13,398,000 | +3.4% | 129,633 | +4.8% | 3.07% | +3.6% |
| Q2 2021 | $12,956,000 | +5.6% | 123,662 | +1.8% | 2.96% | -2.3% |
| Q1 2021 | $12,274,000 | +15.4% | 121,419 | +4.4% | 3.03% | +14.3% |
| Q4 2020 | $10,639,000 | -32.0% | 116,264 | -39.9% | 2.65% | -21.5% |
| Q3 2020 | $15,656,000 | -1.5% | 193,450 | -4.2% | 3.38% | -4.9% |
| Q2 2020 | $15,901,000 | +78.2% | 201,842 | +60.1% | 3.55% | +40.0% |
| Q1 2020 | $8,922,000 | -23.9% | 126,103 | +0.8% | 2.54% | -5.3% |
| Q4 2019 | $11,726,000 | +5.1% | 125,128 | -0.5% | 2.68% | -17.7% |
| Q3 2019 | $11,158,000 | +3.0% | 125,750 | +1.4% | 3.26% | +6.8% |
| Q2 2019 | $10,832,000 | +7.7% | 123,964 | +5.6% | 3.05% | -1.3% |
| Q1 2019 | $10,060,000 | +8.1% | 117,440 | -1.6% | 3.09% | -27.8% |
| Q4 2018 | $9,304,000 | – | 119,303 | – | 4.28% | – |
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% |