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 | $8,049,783 | -9.9% | 77,911 | -7.5% | 1.82% | -7.1% |
| Q2 2023 | $8,936,977 | +22.8% | 84,255 | +22.1% | 1.96% | +3.5% |
| Q1 2023 | $7,277,485 | -20.8% | 68,981 | -18.8% | 1.90% | -16.2% |
| Q4 2022 | $9,188,506 | +153041.8% | 84,914 | +13.8% | 2.26% | +112900.0% |
| Q3 2022 | $6,000 | -99.9% | 74,611 | +28.3% | 0.00% | -99.9% |
| Q2 2022 | $5,915,000 | +54.0% | 58,162 | +69.9% | 1.53% | +70.0% |
| Q1 2022 | $3,841,000 | +36.3% | 34,227 | +36.1% | 0.90% | +35.1% |
| Q4 2021 | $2,818,000 | +14.7% | 25,141 | +5.8% | 0.67% | +1.7% |
| Q3 2021 | $2,456,000 | +65.7% | 23,769 | +68.0% | 0.66% | +62.9% |
| Q2 2021 | $1,482,000 | +149.5% | 14,147 | +117.7% | 0.40% | +98.0% |
| Q4 2020 | $594,000 | – | 6,498 | – | 0.20% | – |
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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% |