KINGS POINT CAPITAL MANAGEMENT - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 690 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.

Quarter-by-quarter ownership
KINGS POINT CAPITAL MANAGEMENT ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q1 2022$3,330,000
-1.5%
29,668
-1.6%
0.29%
+5.1%
Q4 2021$3,380,000
-3.4%
30,147
-11.0%
0.28%
-11.3%
Q3 2021$3,500,000
-1.6%
33,865
-0.2%
0.31%
-3.7%
Q2 2021$3,557,000
+3.5%
33,949
-0.1%
0.32%
-4.4%
Q1 2021$3,437,000
-14.8%
33,998
-22.8%
0.34%
-21.4%
Q4 2020$4,032,000
+11.6%
44,058
-1.3%
0.43%
-4.7%
Q3 2020$3,614,000
+1.1%
44,655
-1.5%
0.45%
-12.9%
Q2 2020$3,573,000
+2.4%
45,358
-8.0%
0.52%
-15.8%
Q1 2020$3,489,000
-40.5%
49,312
-21.2%
0.62%
-28.9%
Q4 2019$5,864,000
+7.1%
62,580
+1.5%
0.86%
-6.6%
Q3 2019$5,473,000
+1.7%
61,680
+0.2%
0.93%
-5.7%
Q2 2019$5,379,000
+1.9%
61,553
-0.1%
0.98%
-6.4%
Q1 2019$5,278,000
+4.6%
61,620
-4.7%
1.05%
-6.8%
Q4 2018$5,045,000
-16.3%
64,691
-6.5%
1.12%
+0.2%
Q3 2018$6,027,000
+4.3%
69,201
-0.6%
1.12%
-1.4%
Q2 2018$5,780,000
-18.9%
69,592
-19.5%
1.14%
-20.8%
Q1 2018$7,127,000
-8.4%
86,404
-4.9%
1.44%
-12.0%
Q4 2017$7,779,000
+3.8%
90,848
-1.7%
1.64%
-2.2%
Q3 2017$7,494,000
+6.5%
92,436
+2.6%
1.67%
+2.1%
Q2 2017$7,039,000
-16.1%
90,057
-16.6%
1.64%
-16.7%
Q1 2017$8,389,000
+15.3%
108,042
+12.5%
1.97%
+9.5%
Q4 2016$7,277,000
+1506.4%
96,040
+1428.8%
1.80%
+1396.7%
Q3 2016$453,000
+806.0%
6,282
+797.4%
0.12%
+823.1%
Q2 2016$50,0007000.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2017
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 79,499$8,874,8833.30%
Lowe Wealth Advisors, LLC 29,945$3,342,7051.65%
StrongBox Wealth, LLC 22,592$2,521,9781.47%
Montecito Bank & Trust 38,593$4,308,1360.93%
McAlister, Sweet & Associates, Inc. 5,819$649,5800.60%
Dentgroup LLC 5,637$629,2790.56%
EisnerAmper Wealth Management Corporate Benefits, LLC 8,211$9170.34%
Compass Financial Group, INC/SD 8,948$998,9120.26%
B.O.S.S. Retirement Advisors, LLC 10,349$1,069,2100.24%
Agate Pass Investment Management, LLC 3,128$349,1790.20%
View complete list of VANGUARD WHITEHALL FDS shareholders