VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 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 | $766,663 | -1.9% | 7,420 | +0.7% | 0.11% | +0.9% |
Q2 2023 | $781,276 | +1.5% | 7,366 | +1.0% | 0.11% | -5.1% |
Q1 2023 | $769,764 | -2.4% | 7,296 | +0.1% | 0.12% | -8.6% |
Q4 2022 | $788,650 | +21.0% | 7,288 | +6.1% | 0.13% | +2.4% |
Q3 2022 | $652,000 | -5.4% | 6,867 | +1.4% | 0.12% | -1.6% |
Q2 2022 | $689,000 | -9.2% | 6,774 | +0.2% | 0.13% | 0.0% |
Q1 2022 | $759,000 | +2.4% | 6,760 | +2.3% | 0.13% | -9.9% |
Q4 2021 | $741,000 | +9.1% | 6,611 | +0.7% | 0.14% | -2.1% |
Q3 2021 | $679,000 | -1.2% | 6,566 | +0.1% | 0.14% | -4.0% |
Q2 2021 | $687,000 | +36.9% | 6,558 | +32.0% | 0.15% | +24.0% |
Q1 2021 | $502,000 | +1.2% | 4,970 | -8.4% | 0.12% | +146.9% |
Q4 2020 | $496,000 | +15.9% | 5,423 | +2.7% | 0.05% | -2.0% |
Q3 2020 | $428,000 | +4.9% | 5,283 | +2.0% | 0.05% | +11.1% |
Q2 2020 | $408,000 | +9.7% | 5,177 | -1.7% | 0.04% | -11.8% |
Q1 2020 | $372,000 | -24.1% | 5,264 | +0.7% | 0.05% | -27.1% |
Q4 2019 | $490,000 | +6.5% | 5,226 | +0.8% | 0.07% | -18.6% |
Q3 2019 | $460,000 | +2.2% | 5,187 | +0.8% | 0.09% | -1.1% |
Q2 2019 | $450,000 | +10.6% | 5,146 | +8.4% | 0.09% | +4.8% |
Q1 2019 | $407,000 | +10.6% | 4,749 | +0.7% | 0.08% | -15.3% |
Q4 2018 | $368,000 | – | 4,717 | – | 0.10% | – |
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% |