VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,294 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.40 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,110,511 | -15.1% | 20,427 | -12.8% | 1.85% | -30.0% |
| Q2 2023 | $2,484,895 | -17.1% | 23,427 | -17.6% | 2.65% | -37.4% |
| Q1 2023 | $2,999,042 | -5.4% | 28,427 | -2.9% | 4.23% | -14.9% |
| Q4 2022 | $3,168,605 | +45.3% | 29,282 | +27.4% | 4.97% | +22.6% |
| Q3 2022 | $2,181,000 | -6.7% | 22,982 | 0.0% | 4.05% | -1.2% |
| Q2 2022 | $2,337,000 | -9.4% | 22,982 | 0.0% | 4.10% | +56.5% |
| Q1 2022 | $2,580,000 | +0.1% | 22,982 | 0.0% | 2.62% | +9.7% |
| Q4 2021 | $2,577,000 | -45.7% | 22,982 | -50.0% | 2.39% | +40.9% |
| Q3 2021 | $4,750,000 | +97.3% | 45,964 | +100.0% | 1.70% | -1.0% |
| Q2 2021 | $2,408,000 | +2.9% | 22,982 | -0.7% | 1.71% | -29.7% |
| Q1 2021 | $2,339,000 | +167.9% | 23,141 | +142.5% | 2.43% | +83.4% |
| Q4 2020 | $873,000 | – | 9,541 | – | 1.33% | – |
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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% |