VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. 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 | $1,028,290 | -2.4% | 9,952 | +0.2% | 0.65% | +0.6% |
| Q2 2023 | $1,053,152 | +0.4% | 9,929 | -0.2% | 0.64% | -2.6% |
| Q1 2023 | $1,049,067 | -4.8% | 9,944 | -2.4% | 0.66% | -7.3% |
| Q4 2022 | $1,102,151 | +14.0% | 10,185 | -0.1% | 0.71% | +3.5% |
| Q3 2022 | $967,000 | -6.8% | 10,191 | -0.1% | 0.69% | -2.4% |
| Q2 2022 | $1,037,000 | -9.9% | 10,198 | -0.6% | 0.71% | +1.9% |
| Q1 2022 | $1,151,000 | +0.1% | 10,257 | +0.0% | 0.69% | +2.1% |
| Q4 2021 | $1,150,000 | -0.2% | 10,255 | -8.0% | 0.68% | -8.4% |
| Q3 2021 | $1,152,000 | -4.7% | 11,151 | -3.4% | 0.74% | -4.1% |
| Q2 2021 | $1,209,000 | +3.1% | 11,538 | -0.6% | 0.77% | -3.7% |
| Q1 2021 | $1,173,000 | +10.5% | 11,605 | +0.0% | 0.80% | +2.7% |
| Q4 2020 | $1,062,000 | – | 11,600 | – | 0.78% | – |
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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% |