VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,978,366 | -5.4% | 67,541 | -2.9% | 0.11% | -2.7% |
| Q2 2023 | $7,375,913 | -0.4% | 69,538 | -1.0% | 0.11% | -5.2% |
| Q1 2023 | $7,407,876 | -2.7% | 70,217 | -0.2% | 0.12% | -8.7% |
| Q4 2022 | $7,609,731 | +12.4% | 70,324 | -1.4% | 0.13% | +7.6% |
| Q3 2022 | $6,768,000 | -7.8% | 71,328 | -1.1% | 0.12% | -0.8% |
| Q2 2022 | $7,337,000 | -9.4% | 72,143 | +0.0% | 0.12% | +5.3% |
| Q1 2022 | $8,098,000 | -0.8% | 72,139 | -1.0% | 0.11% | +10.8% |
| Q4 2021 | $8,166,000 | +6.1% | 72,839 | -2.2% | 0.10% | -5.6% |
| Q3 2021 | $7,700,000 | +0.5% | 74,501 | +1.9% | 0.11% | +0.9% |
| Q2 2021 | $7,658,000 | +3.0% | 73,092 | -0.6% | 0.11% | -7.8% |
| Q1 2021 | $7,436,000 | +11.4% | 73,554 | +0.8% | 0.12% | +6.4% |
| Q4 2020 | $6,676,000 | +17.3% | 72,951 | +3.7% | 0.11% | +3.8% |
| Q3 2020 | $5,692,000 | +0.7% | 70,335 | -2.0% | 0.10% | -9.5% |
| Q2 2020 | $5,654,000 | +6.9% | 71,775 | -3.9% | 0.12% | -15.9% |
| Q1 2020 | $5,287,000 | -13.9% | 74,726 | +14.0% | 0.14% | +17.9% |
| Q4 2019 | $6,140,000 | +1.9% | 65,522 | -3.5% | 0.12% | -5.6% |
| Q3 2019 | $6,027,000 | – | 67,930 | – | 0.12% | – |
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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% |