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 ↓
Quaker Wealth Management, LLC 310,206$18,854,0009.89%
Beta Wealth Group, Inc. 125,280$7,615,0006.54%
American Investment Services, Inc. 300,000$18,234,0005.54%
Southern Farm Bureau Life Insurance 264,185$16,057,0003.48%
Ackerman Capital Advisors, LLC 223,032$13,556,0003.45%
Windsor Creek Advisors, LLC 89,549$5,443,0001.38%
FIRST HAWAIIAN BANK 427,237$25,968,0001.19%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 36,036$2,190,0000.79%
Human Investing LLC 45,554$2,769,0000.78%
BANK OF HAWAII 189,237$11,502,0000.74%
View complete list of VANGUARD WHITEHALL FDS shareholders