VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,984,272 | -2.9% | 261,172 | -0.3% | 17.23% | +2.7% |
| Q2 2023 | $27,788,371 | +4.5% | 261,981 | +5.4% | 16.77% | -1.2% |
| Q1 2023 | $26,603,540 | -8.9% | 248,469 | -7.9% | 16.96% | -19.3% |
| Q4 2022 | $29,205,256 | +17.4% | 269,894 | +2.9% | 21.02% | +7.8% |
| Q3 2022 | $24,877,000 | -4.7% | 262,199 | +2.2% | 19.50% | +1.6% |
| Q2 2022 | $26,100,000 | -5.9% | 256,633 | +3.8% | 19.21% | +2.9% |
| Q1 2022 | $27,750,000 | +2.6% | 247,216 | +2.4% | 18.66% | +6.7% |
| Q4 2021 | $27,058,000 | +13.0% | 241,352 | +4.2% | 17.48% | +3.9% |
| Q3 2021 | $23,945,000 | +5.1% | 231,692 | +6.6% | 16.83% | +7.6% |
| Q2 2021 | $22,774,000 | +5.0% | 217,369 | +1.3% | 15.64% | -2.8% |
| Q1 2021 | $21,694,000 | +20.0% | 214,605 | +8.6% | 16.09% | +17.3% |
| Q4 2020 | $18,083,000 | +28.3% | 197,603 | +13.5% | 13.72% | +23.3% |
| Q3 2020 | $14,091,000 | +13.3% | 174,114 | +10.3% | 11.12% | +4.9% |
| Q2 2020 | $12,433,000 | +12.6% | 157,813 | +1.1% | 10.60% | -4.1% |
| Q1 2020 | $11,046,000 | -33.6% | 156,131 | -12.1% | 11.06% | -23.0% |
| Q4 2019 | $16,643,000 | – | 177,605 | – | 14.36% | – |
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% |