VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,280,571 | -2.4% | 12,394 | +0.2% | 0.86% | +4.1% |
| Q2 2023 | $1,312,041 | +1.1% | 12,370 | +0.5% | 0.82% | -5.6% |
| Q1 2023 | $1,298,176 | -2.3% | 12,305 | +0.2% | 0.87% | -5.2% |
| Q4 2022 | $1,329,041 | +5.5% | 12,282 | -0.8% | 0.92% | -11.6% |
| Q2 2022 | $1,260,000 | -9.2% | 12,386 | +0.2% | 1.04% | -0.7% |
| Q1 2022 | $1,387,000 | +0.1% | 12,359 | +0.0% | 1.05% | +9.5% |
| Q4 2021 | $1,385,000 | +17.6% | 12,358 | -0.4% | 0.96% | +4.1% |
| Q3 2021 | $1,178,000 | – | 12,412 | – | 0.92% | – |
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% |