Financial Architects, Inc - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
Financial Architects, Inc ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2023$14,371,399
+0.6%
135,490
+0.0%
2.17%
-5.4%
Q1 2023$14,292,334
-2.9%
135,472
-0.4%
2.29%
-6.1%
Q4 2022$14,718,765
+15.1%
136,020
+0.9%
2.44%
+9.4%
Q3 2022$12,793,000
-6.2%
134,834
+11.0%
2.23%
+14.3%
Q1 2022$13,641,000
+6.1%
121,525
+6.0%
1.96%
+12.5%
Q4 2021$12,859,000
+14.2%
114,696
+5.3%
1.74%
+6.3%
Q3 2021$11,258,000
-2.3%
108,931
-0.9%
1.64%
-1.5%
Q2 2021$11,521,000
+2.8%
109,964
-0.8%
1.66%
-5.5%
Q1 2021$11,204,000
+15.0%
110,837
+4.1%
1.76%
-2.6%
Q4 2020$9,742,000
+11.5%
106,458
-1.4%
1.80%
-6.4%
Q3 2020$8,736,000
+1.5%
107,942
-1.2%
1.93%
-2.7%
Q2 2020$8,609,000
+21.3%
109,278
+8.9%
1.98%
+1.9%
Q1 2020$7,097,000
-24.5%
100,313
+0.0%
1.94%
-4.2%
Q4 2019$9,397,000
+6.1%
100,273
+0.5%
2.03%
-1.9%
Q3 2019$8,855,000
-0.0%
99,800
-1.6%
2.07%
+25.1%
Q2 2019$8,859,000
+1.6%
101,379
-0.4%
1.65%
+11.5%
Q1 2019$8,716,000
+9.5%
101,746
-0.4%
1.48%
-2.8%
Q4 2018$7,963,000
-11.4%
102,106
-1.0%
1.53%
+4.2%
Q3 2018$8,985,000
+13.4%
103,172
+8.1%
1.46%
+3.5%
Q2 2018$7,924,000
+1.0%
95,413
+0.3%
1.42%
-7.6%
Q1 2018$7,846,000
+5.8%
95,110
+9.8%
1.53%
+23.7%
Q4 2017$7,417,000
+15.7%
86,610
+9.5%
1.24%
+8.5%
Q3 2017$6,413,000
+7.3%
79,108
+3.5%
1.14%
+6.5%
Q2 2017$5,975,000
-40.6%
76,446
-41.0%
1.07%
-39.9%
Q1 2017$10,060,000
-3.5%
129,556
-5.8%
1.78%
-27.2%
Q4 2016$10,424,000
+98.2%
137,578
+88.7%
2.45%
+73.4%
Q3 2016$5,260,000
+45.3%
72,915
+43.9%
1.41%
+38.3%
Q2 2016$3,620,000
+29.7%
50,656
+25.3%
1.02%
+2.3%
Q1 2016$2,791,000
+48.7%
40,429
+43.8%
1.00%
+32.7%
Q4 2015$1,877,000
+2057.5%
28,118
+2088.2%
0.75%
+2325.8%
Q2 2015$87,000
-57.6%
1,285
-57.2%
0.03%
-60.8%
Q1 2015$205,0003,0000.08%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2021
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