VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,313 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. 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 | $21,928,441 | +1.6% | 212,238 | +4.4% | 10.77% | +1.6% |
| Q2 2023 | $21,573,318 | +2.8% | 203,388 | +2.2% | 10.60% | +1.1% |
| Q1 2023 | $20,992,917 | +99990.2% | 198,985 | +2.7% | 10.49% | -7.4% |
| Q4 2022 | $20,974 | -99.7% | 193,830 | +150.6% | 11.32% | +6.9% |
| Q3 2022 | $7,339,000 | -65.0% | 77,351 | -62.5% | 10.59% | -11.3% |
| Q2 2022 | $20,987,000 | -1.4% | 206,360 | +8.8% | 11.95% | +2.3% |
| Q1 2022 | $21,286,000 | +8.1% | 189,627 | +7.9% | 11.68% | +5.6% |
| Q4 2021 | $19,698,000 | +28.6% | 175,698 | +18.5% | 11.06% | +16.5% |
| Q3 2021 | $15,318,000 | +6.9% | 148,214 | +8.4% | 9.50% | +0.6% |
| Q2 2021 | $14,327,000 | -1.0% | 136,747 | -4.5% | 9.45% | -12.9% |
| Q1 2021 | $14,477,000 | +14.7% | 143,212 | +3.9% | 10.84% | +7.3% |
| Q4 2020 | $12,618,000 | – | 137,891 | – | 10.10% | – |
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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% |