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 | $1,048,801 | -12.0% | 10,151 | -9.7% | 0.02% | -10.0% |
| Q2 2023 | $1,192,121 | +0.5% | 11,239 | 0.0% | 0.02% | -9.1% |
| Q1 2023 | $1,185,715 | -3.0% | 11,239 | -0.5% | 0.02% | -4.3% |
| Q4 2022 | $1,221,907 | +14.1% | 11,292 | 0.0% | 0.02% | -4.2% |
| Q3 2022 | $1,071,000 | -15.9% | 11,292 | -9.8% | 0.02% | -17.2% |
| Q2 2022 | $1,273,000 | -9.4% | 12,516 | 0.0% | 0.03% | +7.4% |
| Q1 2022 | $1,405,000 | +0.5% | 12,516 | +0.4% | 0.03% | 0.0% |
| Q4 2021 | $1,398,000 | +21.4% | 12,466 | +11.9% | 0.03% | +17.4% |
| Q3 2021 | $1,152,000 | +9.2% | 11,142 | +10.6% | 0.02% | +9.5% |
| Q2 2021 | $1,055,000 | +21.1% | 10,072 | +17.0% | 0.02% | +10.5% |
| Q1 2021 | $871,000 | +2.2% | 8,612 | -7.5% | 0.02% | -5.0% |
| Q4 2020 | $852,000 | +34.4% | 9,312 | +19.0% | 0.02% | +25.0% |
| Q3 2020 | $634,000 | +45.1% | 7,828 | +41.0% | 0.02% | +33.3% |
| Q2 2020 | $437,000 | -14.3% | 5,550 | -23.0% | 0.01% | -33.3% |
| Q1 2020 | $510,000 | -6.2% | 7,210 | +24.3% | 0.02% | +20.0% |
| Q4 2019 | $544,000 | +11.5% | 5,800 | +5.4% | 0.02% | +7.1% |
| Q3 2019 | $488,000 | +1.5% | 5,502 | 0.0% | 0.01% | -6.7% |
| Q2 2019 | $481,000 | +345.4% | 5,502 | +336.7% | 0.02% | +400.0% |
| Q1 2019 | $108,000 | – | 1,260 | – | 0.00% | – |
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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% |