Valmark Advisers, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 325 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.4%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$2,082,939
+17.3%
30,395
+17.7%
0.04%
+12.9%
Q1 2024$1,776,347
+26.6%
25,819
+22.4%
0.03%
+19.2%
Q4 2023$1,403,072
+32.3%
21,102
+23.1%
0.03%
+18.2%
Q3 2023$1,060,547
-6.6%
17,136
-4.6%
0.02%
-4.3%
Q2 2023$1,134,946
+27.9%
17,958
+25.3%
0.02%
+21.1%
Q1 2023$887,682
+28.0%
14,329
+23.0%
0.02%
+18.8%
Q4 2022$693,752
+34.7%
11,646
+17.7%
0.02%
+60.0%
Q3 2022$515,000
-15.3%
9,894
-4.3%
0.01%
-16.7%
Q2 2022$608,000
+98.0%
10,337
+128.0%
0.01%
+140.0%
Q1 2022$307,000
+30.6%
4,533
+29.4%
0.01%
+25.0%
Q4 2021$235,000
+1.7%
3,5040.0%0.00%0.0%
Q3 2021$231,000
-33.8%
3,504
-31.7%
0.00%
-33.3%
Q2 2021$349,000
+3.9%
5,1280.0%0.01%0.0%
Q1 2021$336,000
+34.9%
5,128
+25.0%
0.01%
+20.0%
Q4 2020$249,0004,1030.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2022
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