VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,428,167 | +6.6% | 188,155 | +9.6% | 1.97% | +5.3% |
| Q2 2023 | $18,221,106 | +28.9% | 171,625 | +28.0% | 1.87% | +15.8% |
| Q1 2023 | $14,140,313 | +27.6% | 134,031 | +30.9% | 1.62% | +14.3% |
| Q4 2022 | $11,078,358 | +61.7% | 102,378 | +41.8% | 1.41% | +36.8% |
| Q3 2022 | $6,850,000 | +63.7% | 72,202 | +75.5% | 1.03% | +53.7% |
| Q2 2022 | $4,185,000 | +267.8% | 41,147 | +305.7% | 0.67% | +250.0% |
| Q1 2022 | $1,138,000 | +109.6% | 10,142 | +93.0% | 0.19% | +52.4% |
| Q3 2021 | $543,000 | -0.9% | 5,256 | +0.4% | 0.13% | -6.0% |
| Q2 2021 | $548,000 | +2.6% | 5,236 | +0.4% | 0.13% | -6.3% |
| Q1 2021 | $534,000 | +2.3% | 5,217 | -6.7% | 0.14% | -11.2% |
| Q4 2020 | $522,000 | – | 5,594 | – | 0.16% | – |
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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% |