Montecito Bank & Trust - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 405 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2023$2,731,542
+7.0%
41,082
-0.4%
0.59%
-1.8%
Q3 2023$2,553,891
-1.7%
41,265
+0.4%
0.60%
+1.4%
Q2 2023$2,597,836
+7.8%
41,105
+5.7%
0.59%
+2.6%
Q1 2023$2,409,112
+105101.4%
38,888
+1.2%
0.58%
+3.6%
Q4 2022$2,290
-99.7%
38,439
+140.8%
0.56%
+156.9%
Q3 2022$830,000
+35.0%
15,963
+52.6%
0.22%
+47.9%
Q2 2022$615,000
+187.4%
10,460
+232.8%
0.15%
+256.1%
Q2 2021$214,000
+4.4%
3,143
-6.5%
0.04%
-8.9%
Q4 2020$205,000
-23.2%
3,360
-19.8%
0.04%
-37.5%
Q4 2019$267,000
+7.7%
4,1910.0%0.07%
-2.7%
Q3 2019$248,000
-6.1%
4,191
-2.8%
0.07%
-7.5%
Q2 2019$264,000
+0.8%
4,3100.0%0.08%0.0%
Q1 2019$262,000
+24.8%
4,310
+29.3%
0.08%
+27.0%
Q3 2018$210,000
+1.0%
3,3330.0%0.06%
-6.0%
Q2 2018$208,000
-3.3%
3,333
+2.7%
0.07%
-4.3%
Q1 2018$215,0003,2440.07%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 310,206$18,854,0009.89%
Beta Wealth Group, Inc. 125,280$7,615,0006.54%
American Investment Services, Inc. 300,000$18,234,0005.54%
Southern Farm Bureau Life Insurance 264,185$16,057,0003.48%
Ackerman Capital Advisors, LLC 223,032$13,556,0003.45%
Windsor Creek Advisors, LLC 89,549$5,443,0001.38%
FIRST HAWAIIAN BANK 427,237$25,968,0001.19%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 36,036$2,190,0000.79%
Human Investing LLC 45,554$2,769,0000.78%
BANK OF HAWAII 189,237$11,502,0000.74%
View complete list of VANGUARD WHITEHALL FDS shareholders