ProVise Management Group, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 232 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.3%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q1 2022$255,000
-16.9%
3,765
-17.5%
0.02%
-14.3%
Q4 2021$307,000
+1.7%
4,5650.0%0.03%
-6.7%
Q3 2021$302,000
-7.4%
4,565
-4.9%
0.03%
-9.1%
Q2 2021$326,000
+3.8%
4,7990.0%0.03%
-2.9%
Q1 2021$314,000
+7.5%
4,7990.0%0.03%0.0%
Q4 2020$292,000
+16.8%
4,7990.0%0.03%
+3.0%
Q3 2020$250,000
-12.3%
4,799
-13.8%
0.03%
-19.5%
Q2 2020$285,000
+10.9%
5,569
-1.8%
0.04%
-4.7%
Q1 2020$257,000
-29.0%
5,6690.0%0.04%
-4.4%
Q4 2019$362,000
+49.6%
5,669
+39.3%
0.04%
+40.6%
Q3 2019$242,000
-3.2%
4,0690.0%0.03%
-3.0%
Q2 2019$250,000
+0.8%
4,0690.0%0.03%
-5.7%
Q1 2019$248,000
+8.3%
4,0690.0%0.04%
-2.8%
Q4 2018$229,000
-28.4%
4,069
-20.2%
0.04%
-14.3%
Q3 2018$320,0005,0990.04%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2021
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