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 492 filers reported holding VANGUARD WHITEHALL FDS in Q2 2024. The put-call ratio across all filers is 0.13 and the average weighting 0.5%.

Quarter-by-quarter ownership
ACORN FINANCIAL ADVISORY SERVICES INC /ADV ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$806,393
-6.8%
11,767
-6.4%
0.15%
-8.0%
Q1 2024$864,816
-6.0%
12,570
-9.2%
0.16%
+1.2%
Q4 2023$919,850
-36.6%
13,838
-41.0%
0.16%
-37.8%
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 Q2 2024
NameSharesValueWeighting ↓
Northeast Financial Consultants Inc 126,556$8,409,0002.83%
Apriem Advisors 115,660$7,686,0001.88%
Capital Investment Advisors, LLC 239,490$15,914,0001.04%
Blue Sky Asset Management, LLC 19,736$1,311,0000.95%
SWS Partners 18,908$1,233,0000.91%
LS Investment Advisors, LLC 192,000$12,758,0000.76%
Wela Strategies, Inc. 13,018$865,0000.69%
FIRST HAWAIIAN BANK 67,528$4,487,0000.58%
Country Club Trust Company, n.a. 62,465$4,151,0000.51%
Institute for Wealth Management, LLC. 17,703$1,174,0000.35%
View complete list of VANGUARD WHITEHALL FDS shareholders