VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,398 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.32 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,540,313 | +30.7% | 53,623 | +34.2% | 2.42% | +31.2% |
| Q2 2023 | $4,239,112 | -28.1% | 39,965 | -28.5% | 1.84% | -34.2% |
| Q1 2023 | $5,898,930 | +18.9% | 55,914 | +21.9% | 2.80% | +16.9% |
| Q4 2022 | $4,962,414 | -54.5% | 45,859 | -60.1% | 2.39% | -56.7% |
| Q3 2022 | $10,914,000 | -23.1% | 115,031 | -17.5% | 5.54% | -17.3% |
| Q2 2022 | $14,184,000 | +72.3% | 139,467 | +90.2% | 6.70% | +97.9% |
| Q1 2022 | $8,233,000 | -39.5% | 73,342 | -39.6% | 3.38% | -41.4% |
| Q4 2021 | $13,610,000 | +37.5% | 121,397 | +26.8% | 5.78% | +14.2% |
| Q3 2021 | $9,900,000 | +19.0% | 95,763 | +20.6% | 5.06% | +10.7% |
| Q2 2021 | $8,319,000 | +7.4% | 79,400 | +3.6% | 4.57% | -17.8% |
| Q1 2021 | $7,745,000 | +89.4% | 76,612 | +71.4% | 5.56% | +58.8% |
| Q4 2020 | $4,089,000 | – | 44,688 | – | 3.50% | – |
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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% |