Creative Planning - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 232 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$40,525,958
+2.9%
654,806
+5.1%
0.05%
+3.8%
Q2 2023$39,380,868
+15.7%
623,115
+13.5%
0.05%
+6.1%
Q1 2023$34,025,406
+11.7%
549,240
+7.4%
0.05%
+6.5%
Q4 2022$30,461,958
+37.9%
511,364
+20.5%
0.05%
+21.1%
Q3 2022$22,093,000
+13.3%
424,533
+28.0%
0.04%
+18.8%
Q2 2022$19,508,000
+22.4%
331,659
+40.7%
0.03%
+28.0%
Q1 2022$15,944,000
+16.4%
235,795
+15.6%
0.02%
+13.6%
Q4 2021$13,701,000
-1.0%
203,978
-2.7%
0.02%
-12.0%
Q3 2021$13,840,000
-11.1%
209,540
-8.5%
0.02%
-10.7%
Q2 2021$15,561,000
-4.7%
228,899
-8.3%
0.03%
-15.2%
Q1 2021$16,335,000
-6.9%
249,574
-13.5%
0.03%
-15.4%
Q4 2020$17,546,000
+6.4%
288,684
-8.8%
0.04%
-9.3%
Q3 2020$16,487,000
+553.0%
316,697
+542.1%
0.04%
+514.3%
Q2 2020$2,525,000
+383.7%
49,322
+327.5%
0.01%
+250.0%
Q1 2020$522,000
-19.3%
11,536
+13.7%
0.00%0.0%
Q4 2019$647,000
+20.7%
10,146
+12.5%
0.00%0.0%
Q3 2019$536,000
-29.5%
9,021
-27.1%
0.00%
-33.3%
Q2 2019$760,000
+142.0%
12,379
+139.9%
0.00%
+200.0%
Q1 2019$314,000
+10.6%
5,159
+2.1%
0.00%0.0%
Q4 2018$284,000
+11.8%
5,051
+24.7%
0.00%0.0%
Q3 2018$254,000
-6.3%
4,050
-6.9%
0.00%0.0%
Q2 2018$271,000
-6.6%
4,352
-0.1%
0.00%0.0%
Q1 2018$290,000
-16.7%
4,357
-16.2%
0.00%0.0%
Q4 2017$348,000
-6.2%
5,200
-8.0%
0.00%
-50.0%
Q3 2017$371,000
+14.2%
5,650
+8.7%
0.00%0.0%
Q2 2017$325,000
+60.1%
5,200
+55.2%
0.00%
+100.0%
Q1 2017$203,0003,3500.00%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2021
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