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 | $7,838,785 | +72.7% | 75,869 | +77.3% | 0.07% | +76.9% |
| Q2 2023 | $4,538,841 | -60.2% | 42,791 | -59.4% | 0.04% | -64.2% |
| Q4 2022 | $11,404,577 | -29.1% | 105,393 | -37.8% | 0.11% | -35.5% |
| Q3 2022 | $16,086,000 | +115.1% | 169,542 | +154.5% | 0.17% | +160.0% |
| Q1 2022 | $7,479,000 | -44.5% | 66,628 | -44.6% | 0.06% | -36.9% |
| Q4 2021 | $13,477,000 | +283.5% | 120,212 | +253.5% | 0.10% | +243.3% |
| Q3 2021 | $3,514,000 | +147.5% | 34,003 | +142.1% | 0.03% | +114.3% |
| Q1 2021 | $1,420,000 | -90.9% | 14,046 | -91.6% | 0.01% | -96.0% |
| Q4 2019 | $15,579,000 | -44.4% | 166,248 | -47.4% | 0.35% | -49.6% |
| Q3 2019 | $28,041,000 | +1.5% | 316,027 | 0.0% | 0.69% | -1.7% |
| Q2 2019 | $27,614,000 | +106.3% | 316,027 | +102.2% | 0.70% | +97.2% |
| Q1 2019 | $13,386,000 | +125.7% | 156,270 | +105.5% | 0.35% | +95.6% |
| Q4 2018 | $5,930,000 | – | 76,035 | – | 0.18% | – |
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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% |