VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 920 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is 0.62 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87,306 | -2.6% | 845 | 0.0% | 0.09% | +2.3% |
| Q2 2023 | $89,630 | -24.4% | 845 | -22.9% | 0.09% | -3.3% |
| Q4 2022 | $118,598 | +5.0% | 1,096 | -1.6% | 0.09% | -6.2% |
| Q2 2022 | $113,000 | -41.5% | 1,114 | -35.4% | 0.10% | -13.4% |
| Q4 2021 | $193,000 | +8.4% | 1,725 | 0.0% | 0.11% | -10.4% |
| Q3 2021 | $178,000 | -14.0% | 1,725 | -15.9% | 0.12% | -27.3% |
| Q1 2021 | $207,000 | -45.8% | 2,050 | -49.4% | 0.17% | +93.3% |
| Q2 2020 | $382,000 | – | 4,050 | – | 0.09% | – |
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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% |