ProVise Management Group, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 359 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.5%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$420,990
-5.0%
5,9020.0%0.04%
-2.5%
Q2 2023$443,181
-0.0%
5,902
-1.9%
0.04%
-4.8%
Q1 2023$443,185
+36.1%
6,015
+28.7%
0.04%
+27.3%
Q4 2022$325,520
+5.0%
4,675
-6.4%
0.03%
-5.7%
Q3 2022$310,000
-9.9%
4,996
-0.5%
0.04%
-5.4%
Q2 2022$344,000
-13.4%
5,0210.0%0.04%0.0%
Q1 2022$397,000
-16.9%
5,021
-10.4%
0.04%
-14.0%
Q4 2021$478,000
-11.0%
5,601
-9.1%
0.04%
-18.9%
Q3 2021$537,000
+4.5%
6,161
+4.9%
0.05%
+1.9%
Q2 2021$514,000
-14.0%
5,873
-18.7%
0.05%
-18.8%
Q1 2021$598,000
-5.1%
7,225
-6.6%
0.06%
-12.3%
Q4 2020$630,000
+13.1%
7,7350.0%0.07%
-2.7%
Q3 2020$557,000
+7.3%
7,7350.0%0.08%
+1.4%
Q2 2020$519,000
+15.1%
7,7350.0%0.07%
-2.6%
Q1 2020$451,000
-19.0%
7,7350.0%0.08%
+10.1%
Q4 2019$557,000
+49.3%
7,735
+38.0%
0.07%
+40.8%
Q3 2019$373,000
-2.1%
5,6050.0%0.05%
-3.9%
Q2 2019$381,000
+5.2%
5,6050.0%0.05%0.0%
Q1 2019$362,000
+12.1%
5,6050.0%0.05%0.0%
Q4 2018$323,000
-32.1%
5,605
-24.2%
0.05%
-19.0%
Q3 2018$476,000
+67.6%
7,390
+68.3%
0.06%
+200.0%
Q2 2018$284,000
+6.4%
4,390
+6.0%
0.02%
-46.2%
Q1 2018$267,000
+6.4%
4,140
+9.4%
0.04%
+8.3%
Q4 2017$251,000
+3.7%
3,7850.0%0.04%
+2.9%
Q3 2017$242,000
+3.4%
3,7850.0%0.04%
-2.8%
Q2 2017$234,000
-2.5%
3,785
-9.6%
0.04%
-7.7%
Q1 2017$240,0004,1850.04%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
NameSharesValueWeighting ↓
ESL Trust Services, LLC 491,901$35,087,30111.18%
Aspen Wealth Strategies, LLC 152,732$10,892,2728.50%
VeraBank, N.A. 285,794$20,385,6867.83%
Capital Advantage, Inc. 429,203$30,615,0716.56%
Ackerman Capital Advisors, LLC 289,515$20,651,0875.75%
Sugarloaf Wealth Management, LLC 308,564$22,009,8435.56%
Navalign, LLC 183,825$13,112,2274.98%
American Financial Advisors, LLC 405,995$28,959,6164.56%
PERRITT CAPITAL MANAGEMENT INC 109,815$7,833,1314.53%
Edge Capital Group, LLC 967,244$68,993,5294.47%
View complete list of VANGUARD WHITEHALL FDS shareholders