Beta Wealth Group, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 433 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 0.6%.

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 Q2 2023
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 403,230$24,02012.19%
SWISS RE LTD 925,380$55,124,88710.09%
Southern Farm Bureau Life Insurance 1,081,423$121,8289.78%
GRAYHAWK INVESTMENT STRATEGIES INC. 194,590$11,473,1828.55%
REGIMEN WEALTH, LLC 204,929$12,140,0008.13%
AFS Financial Group, LLC 181,734$10,825,8667.70%
Aspen Wealth Strategies, LLC 145,425$8,662,9696.94%
Hamilton Wealth, LLC 238,485$14,206,5515.78%
AAF Wealth Management, LLC 130,791$7,791,8245.52%
Summit Financial Wealth Advisors, LLC 361,457$21,531,9945.20%
View complete list of VANGUARD WHITEHALL FDS shareholders