VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $727,268 | -1.7% | 7,039 | +0.9% | 0.37% | +0.3% |
| Q2 2023 | $739,743 | -0.5% | 6,974 | -1.0% | 0.37% | -8.4% |
| Q1 2023 | $743,364 | +8.0% | 7,046 | +10.8% | 0.41% | +1.8% |
| Q4 2022 | $688,063 | +114006.6% | 6,359 | +0.1% | 0.40% | +3.6% |
| Q3 2022 | $603 | -5.0% | 6,355 | +1.7% | 0.38% | 0.0% |
| Q2 2022 | $635 | -14.3% | 6,248 | -5.4% | 0.38% | +0.8% |
| Q1 2022 | $741 | +11.8% | 6,605 | +11.6% | 0.38% | +15.8% |
| Q4 2021 | $663 | +25.1% | 5,917 | +15.5% | 0.33% | +11.5% |
| Q3 2021 | $530 | -1.3% | 5,125 | +0.1% | 0.30% | -4.2% |
| Q2 2021 | $537 | +3.7% | 5,122 | +0.0% | 0.31% | -6.1% |
| Q1 2021 | $518 | +9.1% | 5,120 | -1.3% | 0.33% | +1.5% |
| Q4 2020 | $475 | -24.4% | 5,188 | -32.9% | 0.32% | -34.1% |
| Q3 2020 | $628 | -1.7% | 7,737 | -4.6% | 0.49% | -10.9% |
| Q2 2020 | $639 | +0.5% | 8,107 | -10.0% | 0.55% | -20.9% |
| Q1 2020 | $636 | – | 9,003 | – | 0.70% | – |
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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% |