VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $635,016 | -17.5% | 6,146 | -15.3% | 0.13% | -17.5% |
| Q2 2023 | $769,350 | -5.1% | 7,253 | -5.6% | 0.16% | -10.6% |
| Q1 2023 | $810,533 | -8.3% | 7,683 | -6.0% | 0.18% | -13.1% |
| Q4 2022 | $884,127 | +7.7% | 8,170 | -5.6% | 0.21% | 0.0% |
| Q3 2022 | $821,000 | -12.3% | 8,654 | -5.9% | 0.21% | -9.6% |
| Q2 2022 | $936,000 | -15.3% | 9,201 | -6.6% | 0.23% | -20.0% |
| Q1 2022 | $1,105,000 | +0.6% | 9,848 | +0.5% | 0.28% | -2.1% |
| Q4 2021 | $1,098,000 | +12.6% | 9,796 | +3.8% | 0.29% | +3.2% |
| Q3 2021 | $975,000 | -2.3% | 9,436 | +0.7% | 0.28% | -2.1% |
| Q2 2021 | $998,000 | -6.6% | 9,375 | -11.4% | 0.29% | -14.8% |
| Q1 2021 | $1,069,000 | +8.4% | 10,577 | -1.8% | 0.34% | +3.7% |
| Q4 2020 | $986,000 | – | 10,772 | – | 0.33% | – |
Download | ||||||
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% |