VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $928,020 | -2.6% | 8,982 | 0.0% | 0.57% | +0.2% |
| Q2 2023 | $952,721 | -4.1% | 8,982 | -4.6% | 0.57% | -7.9% |
| Q1 2023 | $993,494 | -5.0% | 9,417 | -2.6% | 0.62% | -9.6% |
| Q4 2022 | $1,045,850 | +10.9% | 9,665 | -2.8% | 0.68% | +0.3% |
| Q3 2022 | $943,000 | -8.1% | 9,942 | -1.5% | 0.68% | -3.3% |
| Q2 2022 | $1,026,000 | -9.9% | 10,089 | -0.6% | 0.70% | 0.0% |
| Q1 2022 | $1,139,000 | -0.4% | 10,151 | -0.5% | 0.70% | -0.6% |
| Q4 2021 | $1,144,000 | +6.4% | 10,201 | -1.9% | 0.71% | -10.6% |
| Q3 2021 | $1,075,000 | -4.9% | 10,399 | -3.6% | 0.79% | +50.8% |
| Q2 2021 | $1,130,000 | -0.7% | 10,787 | -4.2% | 0.53% | -15.8% |
| Q1 2021 | $1,138,000 | – | 11,257 | – | 0.62% | – |
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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% |