Beta Wealth Group, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 321 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.4%.

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 Q3 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 381,531$22,442,00011.33%
SWISS RE LTD 925,380$54,431,00010.89%
AAF Wealth Management, LLC 155,351$9,137,0006.88%
Drystone LLC 82,162$4,833,0006.69%
Ackerman Capital Advisors, LLC 412,212$24,246,0006.53%
Orgel Wealth Management, LLC 1,764,466$103,786,0005.87%
Capital Advantage, Inc. 402,218$23,658,0005.21%
American Investment Services, Inc. 297,201$17,481,0003.98%
Arlington Partners LLC 196,072$11,533,0003.83%
Strategic Point Investment Advisors, LLC 230,630$13,566,0003.77%
View complete list of VANGUARD WHITEHALL FDS shareholders