VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,744,912 | -11.7% | 162,068 | -9.4% | 4.70% | -2.4% |
| Q2 2023 | $18,966,039 | +2.3% | 178,807 | +1.7% | 4.81% | +0.8% |
| Q1 2023 | $18,547,517 | -8.8% | 175,806 | -6.5% | 4.77% | -9.2% |
| Q4 2022 | $20,338,444 | +17.4% | 187,953 | +3.0% | 5.26% | +11.5% |
| Q3 2022 | $17,318,000 | +5.6% | 182,528 | +13.2% | 4.72% | +3.9% |
| Q2 2022 | $16,393,000 | +29.3% | 161,191 | +42.7% | 4.54% | +25.2% |
| Q1 2022 | $12,681,000 | +51.1% | 112,972 | +50.9% | 3.62% | +50.0% |
| Q4 2021 | $8,391,000 | +34.9% | 74,843 | +24.3% | 2.42% | +22.3% |
| Q3 2021 | $6,221,000 | +14.0% | 60,192 | +15.5% | 1.98% | -28.1% |
| Q2 2021 | $5,459,000 | +4.4% | 52,107 | +0.8% | 2.75% | -5.6% |
| Q1 2021 | $5,228,000 | +14.1% | 51,712 | +3.3% | 2.91% | +11.7% |
| Q4 2020 | $4,583,000 | +2.3% | 50,077 | -9.6% | 2.60% | -2.2% |
| Q3 2020 | $4,482,000 | +6.4% | 55,385 | +3.6% | 2.66% | -6.8% |
| Q2 2020 | $4,212,000 | +11.8% | 53,466 | +0.4% | 2.86% | +0.4% |
| Q1 2020 | $3,766,000 | -20.1% | 53,228 | +5.8% | 2.85% | -9.5% |
| Q4 2019 | $4,715,000 | – | 50,320 | – | 3.15% | – |
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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% |