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 | $420,155 | -2.3% | 4,066 | +0.3% | 0.25% | 0.0% |
| Q2 2023 | $430,077 | +0.9% | 4,054 | +0.3% | 0.25% | -4.9% |
| Q1 2023 | $426,361 | -2.2% | 4,041 | +0.3% | 0.26% | -11.7% |
| Q4 2022 | $436,102 | +20.5% | 4,030 | +5.6% | 0.30% | +19.7% |
| Q3 2022 | $362,000 | +4.0% | 3,816 | +11.5% | 0.25% | +0.4% |
| Q2 2022 | $348,000 | +16.0% | 3,422 | +28.1% | 0.25% | +30.5% |
| Q1 2022 | $300,000 | +26.1% | 2,671 | +25.6% | 0.19% | +30.1% |
| Q4 2021 | $238,000 | +8.2% | 2,126 | 0.0% | 0.15% | +1.4% |
| Q3 2021 | $220,000 | -1.3% | 2,126 | 0.0% | 0.14% | +5.1% |
| Q2 2021 | $223,000 | +3.7% | 2,126 | 0.0% | 0.14% | -1.4% |
| Q1 2021 | $215,000 | – | 2,126 | – | 0.14% | – |
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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% |