Heritage Wealth Advisors - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 368 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.6%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$40,803
-47.0%
502
-61.7%
0.00%
-50.0%
Q1 2024$76,949
+93.2%
1,312
+161.4%
0.00%
+100.0%
Q4 2023$39,829
+11.2%
5020.0%0.00%0.0%
Q3 2023$35,808
-5.0%
5020.0%0.00%0.0%
Q2 2023$37,695
+1.9%
5020.0%0.00%0.0%
Q1 2023$36,987
+5.8%
5020.0%0.00%0.0%
Q4 2022$34,954
+12.8%
5020.0%0.00%0.0%
Q3 2022$31,000
-8.8%
5020.0%0.00%0.0%
Q2 2022$34,000
-15.0%
5020.0%0.00%0.0%
Q1 2022$40,000
-7.0%
5020.0%0.00%0.0%
Q4 2021$43,000
-99.9%
5020.0%0.00%
-33.3%
Q3 2021$43,789,000
-0.3%
5020.0%0.00%0.0%
Q2 2021$43,915,000
+5.6%
5020.0%0.00%0.0%
Q1 2021$41,581,000
+22017.6%
502
-78.2%
0.00%
-75.0%
Q4 2020$188,000
-99.9%
2,3050.0%0.01%
-42.9%
Q3 2020$165,983,000
+7.2%
2,305
-2.2%
0.02%
-4.5%
Q2 2020$154,773,000
-23.5%
2,356
-32.1%
0.02%
-38.9%
Q1 2020$202,429,000
-19.1%
3,4710.0%0.04%
+9.1%
Q4 2019$250,120,000
+757839.4%
3,471
+591.4%
0.03%
+560.0%
Q3 2019$33,0005020.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2023
NameSharesValueWeighting ↓
ESL Trust Services, LLC 492,154$39,047,50011.27%
Parcion Private Wealth LLC 1,492,946$118,450,31010.84%
VeraBank, N.A. 292,226$23,185,2117.80%
Capital Advantage, Inc. 429,382$34,067,1436.91%
FreeGulliver LLC 62,547$4,962,4796.59%
Ariston Services Group 81,423$6,460,1016.26%
Sugarloaf Wealth Management, LLC 300,535$23,844,4715.75%
Navalign, LLC 188,989$14,994,4115.23%
Revisor Wealth Management LLC 56,009$4,443,7145.12%
Ackerman Capital Advisors, LLC 223,841$17,759,5254.98%
View complete list of VANGUARD WHITEHALL FDS shareholders