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 | $27,188,950 | -2.4% | 263,153 | +0.2% | 10.32% | +2.5% |
| Q2 2023 | $27,854,880 | +0.3% | 262,608 | -0.3% | 10.06% | -5.5% |
| Q1 2023 | $27,783,245 | +0.7% | 263,348 | +3.3% | 10.65% | -5.7% |
| Q4 2022 | $27,595,093 | +15.2% | 255,014 | +1.0% | 11.30% | +4.2% |
| Q3 2022 | $23,948,000 | -3.3% | 252,403 | +3.7% | 10.85% | -2.7% |
| Q2 2022 | $24,753,000 | -2.4% | 243,392 | +7.7% | 11.15% | +8.4% |
| Q1 2022 | $25,360,000 | +10.8% | 225,928 | +10.7% | 10.29% | +1.5% |
| Q4 2021 | $22,880,000 | +20.8% | 204,089 | +11.4% | 10.14% | -27.7% |
| Q3 2021 | $18,943,000 | -0.9% | 183,285 | +0.5% | 14.01% | +0.6% |
| Q2 2021 | $19,110,000 | +7.1% | 182,404 | +3.3% | 13.93% | -1.8% |
| Q1 2021 | $17,844,000 | +15.8% | 176,516 | +4.9% | 14.18% | +0.6% |
| Q4 2020 | $15,404,000 | – | 168,338 | – | 14.11% | – |
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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% |