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 | $1,643,920 | +1.9% | 16,060 | +6.2% | 0.17% | -4.6% |
| Q2 2023 | $1,612,820 | +0.1% | 15,125 | -0.3% | 0.17% | -18.3% |
| Q1 2023 | $1,611,767 | -4.1% | 15,170 | -0.0% | 0.21% | -15.5% |
| Q4 2022 | $1,680,896 | +32.2% | 15,175 | +13.3% | 0.25% | -1.2% |
| Q3 2022 | $1,271,000 | +8.3% | 13,398 | +16.0% | 0.26% | +0.8% |
| Q2 2022 | $1,174,000 | -5.1% | 11,547 | +5.1% | 0.25% | -8.3% |
| Q1 2022 | $1,237,000 | +26.6% | 10,987 | +29.2% | 0.28% | -8.3% |
| Q4 2021 | $977,000 | – | 8,504 | – | 0.30% | – |
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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% |