VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,467,178 | -4.3% | 23,879 | -1.7% | 1.81% | -10.6% |
| Q2 2023 | $2,578,000 | -2.3% | 24,301 | -2.8% | 2.02% | -11.1% |
| Q1 2023 | $2,638,450 | -4.1% | 25,009 | -1.6% | 2.28% | -4.1% |
| Q4 2022 | $2,749,941 | +9.6% | 25,413 | -3.9% | 2.38% | +7.0% |
| Q3 2022 | $2,508,000 | -13.3% | 26,433 | -6.4% | 2.22% | +3.0% |
| Q2 2022 | $2,894,000 | -9.9% | 28,233 | -1.3% | 2.16% | +9.3% |
| Q1 2022 | $3,211,000 | -1.0% | 28,609 | -1.2% | 1.97% | +5.5% |
| Q4 2021 | $3,245,000 | +7.8% | 28,943 | +0.6% | 1.87% | -3.2% |
| Q3 2021 | $3,011,000 | +2.7% | 28,781 | +2.9% | 1.93% | +1.7% |
| Q2 2021 | $2,931,000 | +3.6% | 27,975 | -0.1% | 1.90% | -3.7% |
| Q1 2021 | $2,830,000 | +7.9% | 27,999 | -2.3% | 1.97% | -4.9% |
| Q4 2020 | $2,622,000 | +8.9% | 28,650 | -3.7% | 2.07% | -8.9% |
| Q3 2020 | $2,407,000 | +0.2% | 29,744 | -2.5% | 2.27% | -7.0% |
| Q2 2020 | $2,403,000 | +5.5% | 30,513 | -5.2% | 2.44% | -6.6% |
| Q1 2020 | $2,278,000 | -21.4% | 32,196 | +4.0% | 2.62% | -2.8% |
| Q4 2019 | $2,900,000 | – | 30,952 | – | 2.69% | – |
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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% |