Avantax Planning Partners, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 442 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$418,810
-0.6%
6,767
+1.5%
0.02%
+5.9%
Q2 2023$421,354
-17.4%
6,667
-19.0%
0.02%
-19.0%
Q1 2023$510,158
-4.8%
8,235
-8.5%
0.02%0.0%
Q4 2022$535,951
+13.3%
8,997
-1.0%
0.02%0.0%
Q3 2022$473,000
-68.0%
9,092
-63.8%
0.02%
-66.7%
Q2 2022$1,477,000
+234.2%
25,111
+256.7%
0.06%
+80.0%
Q3 2018$442,000
-30.2%
7,039
-30.8%
0.04%
-38.6%
Q2 2018$633,000
-6.4%
10,1660.0%0.06%
-1.7%
Q1 2018$676,00010,1660.06%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
NameSharesValueWeighting ↓
MCIA Inc 1,135,969$69,964,31226.24%
Quaker Wealth Management, LLC 326,651$20,216,4499.85%
State of Wisconsin - Board of Commissioners of Public Lands 648,058$40,108,3099.68%
Lumbard & Kellner, LLC 220,672$13,657,3919.06%
SWAN Capital LLC 177,824$11,005,5238.77%
Aspen Wealth Strategies, LLC 167,032$10,333,9598.06%
Barry Investment Advisors, LLC 334,574$20,706,8387.45%
AFS Financial Group, LLC 165,325$10,231,9876.99%
Summit Financial Wealth Advisors, LLC 387,575$23,874,6105.86%
Stewardship Advisors, LLC 239,618$14,829,9585.79%
View complete list of VANGUARD WHITEHALL FDS shareholders