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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $584,227 | +80.4% | 5,655 | +85.2% | 0.22% | +43.1% |
| Q2 2023 | $323,839 | -45.9% | 3,053 | -46.2% | 0.15% | -36.8% |
| Q1 2023 | $598,793 | -2.0% | 5,676 | +0.6% | 0.24% | -5.1% |
| Q4 2022 | $610,761 | +21.2% | 5,644 | +6.2% | 0.26% | +7.6% |
| Q3 2022 | $504,000 | +3.7% | 5,317 | +11.3% | 0.24% | +4.4% |
| Q2 2022 | $486,000 | -0.4% | 4,778 | +9.9% | 0.23% | +9.7% |
| Q1 2022 | $488,000 | -13.6% | 4,346 | -13.8% | 0.21% | -8.0% |
| Q4 2021 | $565,000 | +9.3% | 5,042 | +0.8% | 0.22% | -5.1% |
| Q3 2021 | $517,000 | +14.6% | 5,004 | +16.2% | 0.24% | +16.2% |
| Q2 2021 | $451,000 | +34.6% | 4,308 | +17.8% | 0.20% | +13.3% |
| Q4 2020 | $335,000 | – | 3,656 | – | 0.18% | – |
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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% |