VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,728,364 | +3.3% | 65,122 | +6.1% | 2.66% | +2.5% |
| Q2 2023 | $6,512,903 | +5.3% | 61,401 | +4.7% | 2.60% | -2.3% |
| Q1 2023 | $6,185,163 | +3.1% | 58,627 | +5.7% | 2.66% | -5.3% |
| Q4 2022 | $6,000,245 | +20.3% | 55,450 | +12.7% | 2.80% | -0.6% |
| Q3 2022 | $4,986,000 | +347.2% | 49,181 | +277.9% | 2.82% | +219.6% |
| Q1 2019 | $1,115,000 | +9.9% | 13,014 | 0.0% | 0.88% | -1.7% |
| Q4 2018 | $1,015,000 | – | 13,014 | – | 0.90% | – |
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% |