J.P. Morgan Private Wealth Advisors LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 442 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,176,017
-19.5%
35,159
-17.8%
0.01%
-57.1%
Q2 2023$2,704,709
-25.7%
42,796
-27.2%
0.01%
+75.0%
Q1 2023$3,641,483
-6.0%
58,781
-9.6%
0.01%
-11.1%
Q4 2022$3,874,075
-5.4%
65,034
-17.4%
0.01%
-18.2%
Q3 2022$4,096,000
-49.0%
78,704
-42.3%
0.01%
-47.6%
Q2 2022$8,027,000
-15.4%
136,468
-2.7%
0.02%0.0%
Q1 2022$9,488,000
+79.1%
140,312
+77.9%
0.02%
+90.9%
Q4 2021$5,297,000
+76.2%
78,853
+73.3%
0.01%
+57.1%
Q3 2021$3,006,000
-6.1%
45,508
-3.4%
0.01%
-12.5%
Q2 2021$3,201,000
+19.4%
47,087
+15.0%
0.01%
-11.1%
Q1 2021$2,680,000
+326.1%
40,944
+295.4%
0.01%
+350.0%
Q4 2020$629,000
-24.6%
10,354
-35.4%
0.00%
-33.3%
Q3 2020$834,000
+2.3%
16,027
+0.7%
0.00%
-25.0%
Q2 2020$815,000
-42.9%
15,911
-49.5%
0.00%
-50.0%
Q1 2020$1,427,000
+102.7%
31,511
+185.3%
0.01%
+166.7%
Q4 2019$704,000
+1.0%
11,045
-5.9%
0.00%
-25.0%
Q3 2019$697,000
+47.4%
11,736
+52.4%
0.00%
+33.3%
Q2 2019$473,000
-30.0%
7,703
-30.6%
0.00%
-25.0%
Q1 2019$676,000
+15.0%
11,104
+6.2%
0.00%0.0%
Q4 2018$588,000
-15.3%
10,456
-5.4%
0.00%
+33.3%
Q3 2018$694,000
+0.6%
11,055
-0.3%
0.00%
-25.0%
Q2 2018$690,000
+22.6%
11,088
+30.9%
0.00%0.0%
Q1 2018$563,000
+131.7%
8,469
+134.0%
0.00%
+100.0%
Q4 2017$243,000
+8.0%
3,620
+5.5%
0.00%0.0%
Q3 2017$225,000
+4.7%
3,4310.0%0.00%0.0%
Q2 2017$215,000
+3.4%
3,4310.0%0.00%0.0%
Q1 2017$208,000
-0.5%
3,431
-7.0%
0.00%0.0%
Q4 2016$209,000
+0.5%
3,6910.0%0.00%0.0%
Q3 2016$208,000
+4.0%
3,6910.0%0.00%0.0%
Q1 2016$200,0003,6910.00%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
NameSharesValueWeighting ↓
MCIA Inc 1,135,969$69,964,31226.24%
Quaker Wealth Management, LLC 326,651$20,216,4499.85%
State of Wisconsin - Board of Commissioners of Public Lands 648,058$40,108,3099.68%
Lumbard & Kellner, LLC 220,672$13,657,3919.06%
SWAN Capital LLC 177,824$11,005,5238.77%
Aspen Wealth Strategies, LLC 167,032$10,333,9598.06%
Barry Investment Advisors, LLC 334,574$20,706,8387.45%
AFS Financial Group, LLC 165,325$10,231,9876.99%
Summit Financial Wealth Advisors, LLC 387,575$23,874,6105.86%
Stewardship Advisors, LLC 239,618$14,829,9585.79%
View complete list of VANGUARD WHITEHALL FDS shareholders