VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $17,635,416 | -22.6% | 167,160 | -20.6% | 9.89% | -18.3% |
| Q4 2022 | $22,782,693 | +13.3% | 210,541 | -0.7% | 12.10% | +22.7% |
| Q3 2022 | $20,115,000 | -18.8% | 212,003 | -12.9% | 9.86% | +2.2% |
| Q2 2022 | $24,764,000 | -16.1% | 243,498 | -7.4% | 9.66% | -13.7% |
| Q1 2022 | $29,515,000 | +2964.9% | 262,940 | +2961.7% | 11.19% | +2775.8% |
| Q4 2021 | $963,000 | +52.1% | 8,588 | +40.2% | 0.39% | +35.5% |
| Q3 2021 | $633,000 | +5.0% | 6,127 | +6.5% | 0.29% | -1.4% |
| Q2 2021 | $603,000 | +108.7% | 5,751 | +101.4% | 0.29% | +74.3% |
| Q1 2021 | $289,000 | +10.7% | 2,856 | +0.1% | 0.17% | +1.2% |
| Q4 2020 | $261,000 | – | 2,853 | – | 0.16% | – |
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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% |