VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,480,562 | -4.7% | 24,008 | -2.1% | 0.21% | -5.4% |
| Q2 2023 | $2,602,196 | -7.0% | 24,532 | -7.5% | 0.22% | -14.6% |
| Q1 2023 | $2,796,953 | -7.1% | 26,511 | -4.7% | 0.26% | -15.6% |
| Q4 2022 | $3,011,616 | -36.3% | 27,831 | -43.7% | 0.31% | +13.7% |
| Q3 2022 | $4,729,000 | -7.7% | 49,408 | -1.8% | 0.27% | -7.8% |
| Q2 2022 | $5,126,000 | -9.2% | 50,333 | +0.0% | 0.29% | +7.3% |
| Q1 2022 | $5,648,000 | +108.7% | 50,321 | +108.5% | 0.27% | +2.6% |
| Q4 2021 | $2,706,000 | +15.8% | 24,139 | +7.9% | 0.27% | +11.2% |
| Q2 2021 | $2,336,000 | +4.8% | 22,372 | +1.4% | 0.24% | -20.0% |
| Q1 2021 | $2,230,000 | +11.4% | 22,058 | +0.9% | 0.30% | +2.0% |
| Q4 2020 | $2,001,000 | +14.3% | 21,865 | +1.1% | 0.29% | +2.8% |
| Q3 2020 | $1,751,000 | +0.6% | 21,635 | -2.0% | 0.29% | -9.5% |
| Q2 2020 | $1,740,000 | +1.2% | 22,086 | -9.3% | 0.32% | -20.0% |
| Q1 2020 | $1,720,000 | -33.8% | 24,350 | -12.2% | 0.40% | +0.3% |
| Q4 2019 | $2,598,000 | +18.2% | 27,720 | +11.9% | 0.39% | -13.8% |
| Q3 2019 | $2,198,000 | +1.0% | 24,766 | -0.7% | 0.46% | +59.8% |
| Q2 2019 | $2,177,000 | -1.0% | 24,944 | -2.8% | 0.29% | -41.5% |
| Q1 2019 | $2,199,000 | -9.4% | 25,665 | -17.4% | 0.49% | -25.1% |
| Q4 2018 | $2,427,000 | – | 31,073 | – | 0.65% | – |
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% |