Beta Wealth Group, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 442 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.

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 2023
NameSharesValueWeighting ↓
SWISS RE LTD 925,380$57,327,29113.45%
MCIA Inc 441,896$28,369,71812.50%
State of Wisconsin - Board of Commissioners of Public Lands 822,758$50,969,85811.38%
Quaker Wealth Management, LLC 336,234$20,829,6989.72%
SWAN Capital LLC 149,234$9,245,0468.92%
Aspen Wealth Strategies, LLC 158,552$9,822,3117.62%
AFS Financial Group, LLC 180,656$11,191,6527.47%
Hamilton Wealth, LLC 286,100$17,723,8956.25%
AAF Wealth Management, LLC 135,796$8,412,8795.49%
Stewardship Advisors, LLC 229,834$14,238,2165.47%
View complete list of VANGUARD WHITEHALL FDS shareholders