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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,735,538 | -2.1% | 44,200 | 0.0% | 0.21% | -8.9% |
| Q2 2023 | $2,793,440 | +2.0% | 44,200 | 0.0% | 0.24% | +4.4% |
| Q1 2023 | $2,738,190 | +4.0% | 44,200 | 0.0% | 0.22% | 0.0% |
| Q4 2022 | $2,632,994 | +14.5% | 44,200 | 0.0% | 0.22% | -5.9% |
| Q3 2022 | $2,300,000 | -71.4% | 44,200 | -67.7% | 0.24% | -67.5% |
| Q2 2022 | $8,038,000 | -13.0% | 136,650 | 0.0% | 0.74% | +15.2% |
| Q1 2022 | $9,240,000 | +41.6% | 136,650 | +40.7% | 0.64% | +96.3% |
| Q4 2021 | $6,526,000 | +1.7% | 97,150 | 0.0% | 0.32% | -13.1% |
| Q3 2021 | $6,417,000 | -2.8% | 97,150 | 0.0% | 0.37% | -9.4% |
| Q2 2021 | $6,604,000 | – | 97,150 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MCIA Inc | 1,135,969 | $69,964,312 | 26.24% |
| Quaker Wealth Management, LLC | 326,651 | $20,216,449 | 9.85% |
| State of Wisconsin - Board of Commissioners of Public Lands | 648,058 | $40,108,309 | 9.68% |
| Lumbard & Kellner, LLC | 220,672 | $13,657,391 | 9.06% |
| SWAN Capital LLC | 177,824 | $11,005,523 | 8.77% |
| Aspen Wealth Strategies, LLC | 167,032 | $10,333,959 | 8.06% |
| Barry Investment Advisors, LLC | 334,574 | $20,706,838 | 7.45% |
| AFS Financial Group, LLC | 165,325 | $10,231,987 | 6.99% |
| Summit Financial Wealth Advisors, LLC | 387,575 | $23,874,610 | 5.86% |
| Stewardship Advisors, LLC | 239,618 | $14,829,958 | 5.79% |