JFS WEALTH ADVISORS, LLC - 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
JFS WEALTH ADVISORS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,842,371
+1.4%
45,926
+3.6%
0.27%
+6.3%
Q2 2023$2,802,609
+0.3%
44,345
-1.7%
0.25%
-4.2%
Q1 2023$2,793,416
+14.7%
45,091
+10.3%
0.26%
+10.5%
Q4 2022$2,435,445
+289.0%
40,884
+240.1%
0.24%
+244.9%
Q3 2022$626,000
+240.2%
12,020
+283.9%
0.07%
+263.2%
Q2 2022$184,000
-33.1%
3,131
-22.9%
0.02%
-26.9%
Q1 2022$275,000
+36.8%
4,060
+35.8%
0.03%
+36.8%
Q4 2021$201,000
+704.0%
2,989
+686.6%
0.02%
+533.3%
Q3 2021$25,0003800.00%
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