AVANTAX ADVISORY SERVICES, INC. - 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
AVANTAX ADVISORY SERVICES, INC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$7,645,825
-0.1%
123,539
+2.0%
0.09%
-2.3%
Q2 2023$7,657,071
+4.4%
121,156
+2.4%
0.09%
-2.2%
Q1 2023$7,331,794
+49.8%
118,350
+44.1%
0.09%
+38.5%
Q4 2022$4,894,144
+27.7%
82,158
+11.5%
0.06%
+10.2%
Q3 2022$3,834,000
+12.8%
73,680
+27.5%
0.06%
+15.7%
Q2 2022$3,400,000
-8.0%
57,810
+5.8%
0.05%0.0%
Q1 2022$3,697,000
+9.8%
54,665
+9.1%
0.05%0.0%
Q4 2021$3,367,000
+31.5%
50,126
+29.4%
0.05%
+18.6%
Q3 2021$2,560,000
+0.1%
38,727
+2.9%
0.04%
-6.5%
Q2 2021$2,558,000
+5.6%
37,630
+1.8%
0.05%
-11.5%
Q1 2021$2,422,000
+22.6%
36,961
+13.4%
0.05%
+10.6%
Q4 2020$1,976,000
+9.4%
32,601
-6.1%
0.05%
+62.1%
Q3 2020$1,806,000
+13.6%
34,715
+11.7%
0.03%
-37.0%
Q2 2020$1,590,000
+13.7%
31,074
+0.5%
0.05%
+9.5%
Q1 2020$1,398,000
-22.6%
30,914
+9.0%
0.04%0.0%
Q4 2019$1,806,000
+2.0%
28,352
-5.0%
0.04%
-41.7%
Q3 2019$1,770,000
-62.3%
29,832
-60.9%
0.07%
-65.2%
Q2 2019$4,689,000
-3.2%
76,393
-4.1%
0.21%
-19.8%
Q1 2019$4,846,000
+9.3%
79,619
+1.0%
0.26%
-65.4%
Q4 2018$4,435,00078,8660.74%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2022
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