Institute for Wealth Management, LLC. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 79 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2019$17,000
-98.2%
261
-98.2%
0.00%
-98.7%
Q3 2018$928,000
-38.5%
14,727
-39.1%
0.31%
-34.9%
Q2 2018$1,509,000
+28.5%
24,202
+36.7%
0.48%
+39.0%
Q1 2018$1,174,000
-39.5%
17,703
-37.8%
0.35%
-22.8%
Q4 2017$1,942,000
+138.3%
28,460
+129.3%
0.45%
+69.1%
Q3 2017$815,000
+8.2%
12,409
+3.1%
0.26%
+28.0%
Q2 2017$753,00012,0370.21%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2018
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 37,428$2,488,8380.92%
Montecito Bank & Trust 41,082$2,731,5420.59%
Capital Investment Advisors, LLC 249,262$16,573,4230.42%
StrongBox Wealth, LLC 7,911$526,0020.31%
Anchor Investment Management, LLC 20,328$1,351,6390.16%
First National Bank of Mount Dora, Trust Investment Services 7,148$475,2700.13%
CGN Advisors LLC 10,393$691,0310.10%
Bartlett & Co. LLC 30,478$2,0240.03%
MASSMUTUAL TRUST CO FSB/ADV 9,098$604,9260.02%
View complete list of VANGUARD WHITEHALL FDS shareholders