VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,089 filers reported holding VANGUARD WHITEHALL FDS in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,807 | -1.9% | 2,273 | +0.8% | 0.14% | +2.2% |
| Q2 2023 | $239,271 | +1.4% | 2,256 | +0.8% | 0.14% | -3.5% |
| Q1 2023 | $235,997 | -1.8% | 2,237 | +0.7% | 0.14% | -8.4% |
| Q4 2022 | $240,345 | +13.9% | 2,221 | 0.0% | 0.16% | +3.3% |
| Q3 2022 | $211,000 | -6.6% | 2,221 | 0.0% | 0.15% | -10.7% |
| Q2 2022 | $226,000 | -9.2% | 2,221 | 0.0% | 0.17% | -7.2% |
| Q1 2022 | $249,000 | 0.0% | 2,221 | 0.0% | 0.18% | +2.8% |
| Q4 2021 | $249,000 | +9.2% | 2,221 | +0.8% | 0.18% | +3.5% |
| Q3 2021 | $228,000 | -0.4% | 2,203 | +0.7% | 0.17% | -6.6% |
| Q2 2021 | $229,000 | +4.1% | 2,187 | +0.7% | 0.18% | -7.1% |
| Q1 2021 | $220,000 | +11.7% | 2,171 | +0.6% | 0.20% | +1.0% |
| Q4 2020 | $197,000 | – | 2,157 | – | 0.19% | – |
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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% |