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 | $2,429,055 | -8.1% | 23,510 | -5.6% | 0.68% | +3.2% |
| Q2 2023 | $2,642,263 | +8.9% | 24,911 | +8.4% | 0.66% | +14.5% |
| Q1 2023 | $2,425,260 | -7.7% | 22,988 | -5.3% | 0.58% | -6.3% |
| Q4 2022 | $2,628,123 | +13.4% | 24,287 | -0.6% | 0.62% | +25.4% |
| Q3 2022 | $2,318,000 | -13.3% | 24,430 | -0.0% | 0.49% | -1.6% |
| Q2 2022 | $2,675,000 | -7.9% | 24,433 | -6.7% | 0.50% | -9.4% |
| Q1 2022 | $2,905,000 | – | 26,201 | – | 0.55% | – |
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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% |