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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,521,978 | +5.9% | 22,592 | -2.0% | 1.47% | -2.9% |
| Q3 2023 | $2,382,176 | +9.0% | 23,056 | +11.9% | 1.52% | +9.9% |
| Q2 2023 | $2,186,240 | +16.4% | 20,611 | +15.8% | 1.38% | +9.4% |
| Q1 2023 | $1,877,931 | +7.0% | 17,800 | +9.8% | 1.26% | +1.5% |
| Q4 2022 | $1,754,981 | +13.6% | 16,218 | -0.4% | 1.24% | +10.8% |
| Q3 2022 | $1,545,000 | +67.4% | 16,279 | +79.3% | 1.12% | +87.6% |
| Q2 2022 | $923,000 | -7.9% | 9,080 | +1.8% | 0.60% | +4.6% |
| Q1 2022 | $1,002,000 | +0.6% | 8,923 | +0.5% | 0.57% | +14.7% |
| Q4 2021 | $996,000 | +6.9% | 8,883 | -1.5% | 0.50% | -4.8% |
| Q3 2021 | $932,000 | +2.5% | 9,017 | +4.0% | 0.52% | +0.4% |
| Q2 2021 | $909,000 | -7.7% | 8,674 | -11.0% | 0.52% | -14.6% |
| Q1 2021 | $985,000 | +27.3% | 9,742 | +15.2% | 0.61% | +21.5% |
| Q4 2020 | $774,000 | +13.7% | 8,453 | +0.5% | 0.50% | +0.6% |
| Q3 2020 | $681,000 | +1.9% | 8,413 | -0.8% | 0.50% | -18.1% |
| Q2 2020 | $668,000 | -11.8% | 8,484 | -20.7% | 0.61% | -29.1% |
| Q1 2020 | $757,000 | – | 10,700 | – | 0.86% | – |
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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% |