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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $644,613 | -2.6% | 6,239 | 0.0% | 0.36% | -0.3% |
| Q2 2023 | $661,771 | -9.4% | 6,239 | -9.9% | 0.36% | -20.3% |
| Q1 2023 | $730,377 | +93298.6% | 6,923 | -4.2% | 0.45% | -8.3% |
| Q4 2022 | $782 | -99.9% | 7,223 | -5.0% | 0.49% | -2.0% |
| Q3 2022 | $722,000 | -8.4% | 7,607 | -1.8% | 0.50% | +4.8% |
| Q2 2022 | $788,000 | +54.5% | 7,750 | +70.6% | 0.48% | +58.7% |
| Q1 2022 | $510,000 | +0.2% | 4,544 | 0.0% | 0.30% | +3.1% |
| Q4 2021 | $509,000 | +8.3% | 4,544 | 0.0% | 0.29% | -2.3% |
| Q3 2021 | $470,000 | -1.3% | 4,544 | 0.0% | 0.30% | -2.6% |
| Q2 2021 | $476,000 | +3.7% | 4,544 | 0.0% | 0.31% | -3.1% |
| Q1 2021 | $459,000 | +26.4% | 4,544 | +14.5% | 0.32% | +15.2% |
| Q4 2020 | $363,000 | +21.4% | 3,969 | +7.4% | 0.28% | -0.7% |
| Q3 2020 | $299,000 | -9.7% | 3,694 | -12.1% | 0.28% | -15.5% |
| Q2 2020 | $331,000 | +29.8% | 4,203 | +16.7% | 0.33% | +13.8% |
| Q1 2020 | $255,000 | -24.6% | 3,603 | 0.0% | 0.29% | +0.7% |
| Q4 2019 | $338,000 | – | 3,603 | – | 0.29% | – |
Download | ||||||
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% |