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 | $293,635 | -20.6% | 2,842 | -18.5% | 0.29% | -13.4% |
| Q2 2023 | $369,760 | -2.6% | 3,486 | -3.1% | 0.34% | -11.3% |
| Q1 2023 | $379,695 | -2.5% | 3,599 | 0.0% | 0.38% | -35.9% |
| Q4 2022 | $389,448 | +14.9% | 3,599 | +0.6% | 0.59% | +62.9% |
| Q3 2022 | $339,000 | -12.6% | 3,576 | -6.3% | 0.36% | -13.1% |
| Q2 2022 | $388,000 | +19.8% | 3,818 | +32.5% | 0.42% | +39.7% |
| Q1 2022 | $324,000 | +0.3% | 2,882 | 0.0% | 0.30% | +5.6% |
| Q4 2021 | $323,000 | – | 2,882 | – | 0.28% | – |
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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% |