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 | $1,979,301 | -2.6% | 19,157 | 0.0% | 0.76% | -2.9% |
| Q2 2023 | $2,031,983 | -19.7% | 19,157 | -20.1% | 0.78% | -33.6% |
| Q1 2023 | $2,530,629 | -3.8% | 23,987 | -1.4% | 1.18% | -10.3% |
| Q4 2022 | $2,631,559 | +18.4% | 24,319 | +3.8% | 1.31% | -6.1% |
| Q3 2022 | $2,222,000 | -9.8% | 23,423 | -3.3% | 1.40% | -2.9% |
| Q2 2022 | $2,464,000 | -9.4% | 24,223 | 0.0% | 1.44% | +2.6% |
| Q1 2022 | $2,719,000 | +0.1% | 24,223 | 0.0% | 1.41% | +2.4% |
| Q4 2021 | $2,716,000 | +8.5% | 24,223 | 0.0% | 1.37% | -3.2% |
| Q3 2021 | $2,504,000 | -1.3% | 24,223 | 0.0% | 1.42% | -6.1% |
| Q2 2021 | $2,538,000 | +3.7% | 24,223 | 0.0% | 1.51% | -5.1% |
| Q1 2021 | $2,448,000 | +10.4% | 24,223 | 0.0% | 1.59% | +2.1% |
| Q4 2020 | $2,217,000 | -1.2% | 24,223 | -12.6% | 1.56% | -9.4% |
| Q3 2020 | $2,243,000 | +2.7% | 27,719 | 0.0% | 1.72% | -3.8% |
| Q2 2020 | $2,184,000 | +11.4% | 27,719 | 0.0% | 1.79% | -6.0% |
| Q1 2020 | $1,961,000 | +83.1% | 27,719 | +142.7% | 1.90% | +119.9% |
| Q4 2019 | $1,071,000 | +19.0% | 11,422 | +12.6% | 0.86% | +6.8% |
| Q3 2019 | $900,000 | -0.8% | 10,142 | -2.4% | 0.81% | -4.6% |
| Q2 2019 | $907,000 | +2.3% | 10,387 | +0.3% | 0.85% | +0.4% |
| Q1 2019 | $887,000 | +9.5% | 10,357 | -0.3% | 0.85% | -2.9% |
| Q4 2018 | $810,000 | – | 10,387 | – | 0.87% | – |
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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% |