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 | $688,110 | -4.3% | 6,660 | -1.8% | 0.10% | +10.8% |
| Q2 2023 | $719,189 | +2.2% | 6,780 | +1.6% | 0.09% | +1.1% |
| Q1 2023 | $703,732 | -4.4% | 6,670 | -1.9% | 0.09% | -9.8% |
| Q4 2022 | $735,840 | +19.5% | 6,800 | +4.8% | 0.10% | +3.0% |
| Q3 2022 | $616,000 | +1.0% | 6,488 | +8.1% | 0.10% | +6.5% |
| Q2 2022 | $610,000 | -2.1% | 6,000 | +8.1% | 0.09% | +10.7% |
| Q1 2022 | $623,000 | +4.0% | 5,548 | +3.8% | 0.08% | +5.0% |
| Q4 2021 | $599,000 | +11.3% | 5,346 | +7.3% | 0.08% | +9.6% |
| Q3 2021 | $538,000 | +14.2% | 4,984 | +10.8% | 0.07% | +12.3% |
| Q2 2021 | $471,000 | +4.7% | 4,498 | +1.0% | 0.06% | -3.0% |
| Q1 2021 | $450,000 | +19.0% | 4,455 | +7.8% | 0.07% | +3.1% |
| Q4 2020 | $378,000 | – | 4,131 | – | 0.06% | – |
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% |