ACORN FINANCIAL ADVISORY SERVICES INC /ADV - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 373 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 1.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
ACORN FINANCIAL ADVISORY SERVICES INC /ADV ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,449,734
+9.5%
23,440
+11.9%
0.26%
+10.2%
Q2 2023$1,323,716
+1.7%
20,945
-0.4%
0.24%
-7.1%
Q1 2023$1,302,140
+9.9%
21,019
+5.7%
0.25%
+0.4%
Q4 2022$1,184,847
+7.1%
19,890
-6.4%
0.25%
-4.5%
Q3 2022$1,106,000
+131.9%
21,240
+162.1%
0.26%
+131.6%
Q2 2022$477,000
-7.9%
8,103
+5.5%
0.11%
+9.6%
Q1 2022$518,000
-23.5%
7,681
-23.8%
0.10%
-23.0%
Q4 2021$677,000
+1.8%
10,079
+0.1%
0.14%
-34.5%
Q3 2021$665,000
-21.3%
10,069
-18.9%
0.21%
-17.3%
Q2 2021$845,000
+14.5%
12,414
+10.1%
0.25%
-7.4%
Q1 2021$738,000
-2.1%
11,277
-9.2%
0.27%
-9.1%
Q4 2020$754,000
+12.9%
12,414
-3.1%
0.30%
-15.4%
Q3 2020$668,000
-12.5%
12,816
-13.9%
0.35%
-34.2%
Q2 2020$763,000
+55.4%
14,887
+37.4%
0.53%
+9.5%
Q1 2020$491,00010,8370.49%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 310,206$18,854,0009.89%
Beta Wealth Group, Inc. 125,280$7,615,0006.54%
American Investment Services, Inc. 300,000$18,234,0005.54%
Southern Farm Bureau Life Insurance 264,185$16,057,0003.48%
Ackerman Capital Advisors, LLC 223,032$13,556,0003.45%
Windsor Creek Advisors, LLC 89,549$5,443,0001.38%
FIRST HAWAIIAN BANK 427,237$25,968,0001.19%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 36,036$2,190,0000.79%
Human Investing LLC 45,554$2,769,0000.78%
BANK OF HAWAII 189,237$11,502,0000.74%
View complete list of VANGUARD WHITEHALL FDS shareholders