VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 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 | $1,100,858 | +11.5% | 10,655 | +14.5% | 0.29% | +11.9% |
| Q2 2023 | $986,987 | +6.3% | 9,305 | +5.7% | 0.26% | +0.4% |
| Q1 2023 | $928,392 | +4.4% | 8,800 | +7.1% | 0.26% | -2.3% |
| Q4 2022 | $889,435 | +93.8% | 8,220 | +69.8% | 0.27% | +79.7% |
| Q3 2022 | $459,000 | +5.0% | 4,842 | +12.8% | 0.15% | +8.0% |
| Q2 2022 | $437,000 | -99.9% | 4,294 | +28.7% | 0.14% | +29.2% |
| Q1 2022 | $374,000,000 | -0.3% | 3,336 | -0.3% | 0.11% | -56.6% |
| Q4 2021 | $375,000,000 | +99900.0% | 3,345 | -7.9% | 0.24% | +31.9% |
| Q3 2021 | $375,000 | +5.0% | 3,630 | +7.4% | 0.18% | +41.2% |
| Q2 2021 | $357,000 | +13.0% | 3,379 | +8.2% | 0.13% | +6.5% |
| Q1 2021 | $316,000 | – | 3,122 | – | 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% |