Beta Wealth Group, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 359 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.5%.

Quarter-by-quarter ownership
Beta Wealth Group, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$343,597
-5.0%
4,8170.0%0.20%
-2.9%
Q2 2023$361,709
-5.0%
4,817
-6.7%
0.21%
-4.1%
Q1 2023$380,557
-2.3%
5,165
-7.7%
0.22%
-16.8%
Q4 2022$389,5805,5950.26%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
NameSharesValueWeighting ↓
ESL Trust Services, LLC 483,204$33,64611.43%
VeraBank, N.A. 264,374$18,408,3619.19%
Aspen Wealth Strategies, LLC 134,524$9,366,9317.50%
Capital Advantage, Inc. 437,817$30,485,1816.84%
PERRITT CAPITAL MANAGEMENT INC 168,334$11,721,1276.68%
Edge Capital Group, LLC 1,225,673$85,343,5765.96%
Tanglewood Wealth Management, Inc. 506,413$35,261,5375.28%
American Financial Advisors, LLC 431,790$30,065,5645.10%
Financial Connections Group, Inc. 83,614$5,8224.59%
Insight Wealth Strategies, LLC 330,800$23,033,5874.45%
View complete list of VANGUARD WHITEHALL FDS shareholders