VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $697,968 | +9.3% | 6,755 | +12.2% | 0.06% | +9.3% |
| Q2 2023 | $638,759 | +66.0% | 6,022 | +65.2% | 0.05% | +54.3% |
| Q1 2023 | $384,764 | +48.3% | 3,646 | +52.0% | 0.04% | +40.0% |
| Q4 2022 | $259,447 | +21.2% | 2,398 | +6.2% | 0.02% | +8.7% |
| Q3 2022 | $214,000 | -3.2% | 2,259 | +4.0% | 0.02% | -4.2% |
| Q2 2022 | $221,000 | +7.8% | 2,173 | +19.1% | 0.02% | +20.0% |
| Q1 2022 | $205,000 | – | 1,825 | – | 0.02% | – |
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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% |