VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $439,981 | +598.4% | 4,066 | +457.0% | 0.06% | +1080.0% |
| Q1 2019 | $63,000 | -17.1% | 730 | -25.5% | 0.01% | -16.7% |
| Q4 2018 | $76,000 | -61.2% | 980 | -56.4% | 0.01% | -50.0% |
| Q3 2018 | $196,000 | +221.3% | 2,250 | +202.8% | 0.01% | +200.0% |
| Q1 2018 | $61,000 | -93.0% | 743 | -92.7% | 0.00% | -90.9% |
| Q4 2017 | $869,000 | +29.3% | 10,150 | +9.0% | 0.04% | +83.3% |
| Q3 2016 | $672,000 | +1580.0% | 9,310 | +1472.6% | 0.02% | +1100.0% |
| Q4 2015 | $40,000 | – | 592 | – | 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% |