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 | $497,063 | -2.0% | 4,811 | +0.6% | 0.32% | -5.1% |
| Q2 2023 | $507,331 | +1.0% | 4,783 | +0.5% | 0.33% | +5.1% |
| Q1 2023 | $502,176 | -2.2% | 4,760 | +0.3% | 0.32% | -10.7% |
| Q4 2022 | $513,348 | +127.1% | 4,744 | +99.0% | 0.35% | +109.5% |
| Q3 2022 | $226,000 | -12.4% | 2,384 | -5.9% | 0.17% | -9.6% |
| Q2 2022 | $258,000 | -9.2% | 2,534 | 0.0% | 0.19% | -2.6% |
| Q1 2022 | $284,000 | 0.0% | 2,534 | 0.0% | 0.19% | +4.9% |
| Q4 2021 | $284,000 | – | 2,534 | – | 0.18% | – |
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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% |