VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 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 | $11,815 | -2.6% | 114,357 | 0.0% | 4.82% | +2.6% |
| Q2 2023 | $12,129 | +0.5% | 114,357 | 0.0% | 4.70% | +3.3% |
| Q1 2023 | $12,064 | -2.5% | 114,357 | 0.0% | 4.55% | -11.4% |
| Q4 2022 | $12,374 | -99.9% | 114,357 | 0.0% | 5.13% | +17.3% |
| Q3 2022 | $10,850,000 | -6.7% | 114,357 | 0.0% | 4.38% | +7.8% |
| Q2 2022 | $11,630,000 | -9.4% | 114,357 | 0.0% | 4.06% | +16.9% |
| Q1 2022 | $12,836,000 | +0.1% | 114,357 | 0.0% | 3.47% | -15.9% |
| Q4 2021 | $12,820,000 | +8.5% | 114,357 | 0.0% | 4.13% | -9.9% |
| Q3 2021 | $11,818,000 | -1.4% | 114,357 | 0.0% | 4.58% | +8.5% |
| Q2 2021 | $11,981,000 | +3.6% | 114,357 | 0.0% | 4.22% | -3.5% |
| Q1 2021 | $11,560,000 | +10.5% | 114,357 | 0.0% | 4.38% | +2.7% |
| Q4 2020 | $10,465,000 | – | 114,357 | – | 4.26% | – |
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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% |