VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,842,089 | -3.7% | 241,219 | -0.8% | 2.59% | -5.5% |
| Q2 2023 | $25,786,926 | -0.6% | 243,112 | -1.1% | 2.74% | -11.3% |
| Q1 2023 | $25,933,915 | -3.0% | 245,819 | -0.5% | 3.09% | -8.8% |
| Q4 2022 | $26,746,832 | +12.5% | 247,175 | -1.3% | 3.39% | -4.9% |
| Q3 2022 | $23,771,000 | -5.4% | 250,537 | +1.4% | 3.56% | -8.3% |
| Q2 2022 | $25,129,000 | -10.9% | 247,088 | -1.6% | 3.89% | -4.9% |
| Q1 2022 | $28,196,000 | -3.0% | 251,187 | -3.1% | 4.09% | -0.6% |
| Q4 2021 | $29,062,000 | +5.9% | 259,223 | -2.3% | 4.11% | -3.6% |
| Q3 2021 | $27,431,000 | -2.8% | 265,418 | -1.5% | 4.27% | -3.6% |
| Q2 2021 | $28,221,000 | +1.0% | 269,359 | -2.6% | 4.43% | -6.6% |
| Q1 2021 | $27,947,000 | +11.2% | 276,460 | +0.6% | 4.74% | +1.7% |
| Q4 2020 | $25,143,000 | +10.2% | 274,752 | -2.6% | 4.66% | -1.9% |
| Q3 2020 | $22,823,000 | +1.8% | 282,011 | -0.9% | 4.75% | -1.6% |
| Q2 2020 | $22,416,000 | – | 284,534 | – | 4.83% | – |
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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% |