Beta Wealth Group, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 162 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,420,177
-3.1%
55,262
-1.1%
2.02%
-0.9%
Q2 2023$3,529,839
-7.9%
55,852
-9.7%
2.04%
-6.9%
Q1 2023$3,830,645
+6.3%
61,834
+2.2%
2.19%
-9.4%
Q4 2022$3,602,999
+26.4%
60,483
+10.4%
2.42%
+17.8%
Q3 2022$2,851,000
+537.8%
54,776
+729.3%
2.05%
+587.0%
Q1 2022$447,000
-94.1%
6,605
-94.7%
0.30%
-95.4%
Q4 2020$7,615,000125,2806.54%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
NameSharesValueWeighting ↓
MCIA Inc 1,135,969$69,964,31226.24%
Quaker Wealth Management, LLC 326,651$20,216,4499.85%
State of Wisconsin - Board of Commissioners of Public Lands 648,058$40,108,3099.68%
Lumbard & Kellner, LLC 220,672$13,657,3919.06%
SWAN Capital LLC 177,824$11,005,5238.77%
Aspen Wealth Strategies, LLC 167,032$10,333,9598.06%
Barry Investment Advisors, LLC 334,574$20,706,8387.45%
AFS Financial Group, LLC 165,325$10,231,9876.99%
Summit Financial Wealth Advisors, LLC 387,575$23,874,6105.86%
Stewardship Advisors, LLC 239,618$14,829,9585.79%
View complete list of VANGUARD WHITEHALL FDS shareholders