VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,111 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.42 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,272,627 | +2.8% | 21,996 | +6.0% | 1.06% | +2.2% |
| Q2 2023 | $2,210,901 | -0.1% | 20,746 | -1.1% | 1.04% | -4.8% |
| Q1 2023 | $2,213,707 | -2.5% | 20,983 | 0.0% | 1.09% | -6.8% |
| Q4 2022 | $2,270,570 | +14.0% | 20,983 | 0.0% | 1.17% | +3.3% |
| Q3 2022 | $1,991,000 | -6.7% | 20,983 | 0.0% | 1.14% | -2.6% |
| Q2 2022 | $2,134,000 | -9.4% | 20,983 | 0.0% | 1.16% | +2.9% |
| Q1 2022 | $2,355,000 | -0.4% | 20,983 | -0.5% | 1.13% | +9.0% |
| Q4 2021 | $2,364,000 | +8.7% | 21,083 | +0.2% | 1.04% | +5.4% |
| Q3 2021 | $2,174,000 | -1.4% | 21,034 | 0.0% | 0.99% | +8.6% |
| Q2 2021 | $2,204,000 | +14.5% | 21,034 | 0.0% | 0.91% | -3.4% |
| Q4 2020 | $1,925,000 | +13.1% | 21,034 | 0.0% | 0.94% | -9.9% |
| Q3 2020 | $1,702,000 | +2.7% | 21,034 | 0.0% | 1.04% | -10.3% |
| Q2 2020 | $1,657,000 | +106.6% | 21,034 | +85.6% | 1.16% | +59.3% |
| Q1 2020 | $802,000 | – | 11,332 | – | 0.73% | – |
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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% |