Joel Isaacson & Co., LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 9 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,011,133
+54.2%
16,338
+57.5%
0.07%
+56.8%
Q2 2023$655,593
+21.9%
10,373
+19.4%
0.04%
+12.8%
Q1 2023$537,985
+91.5%
8,684
+84.1%
0.04%
+77.3%
Q4 2022$280,970
+15.6%
4,717
+1.1%
0.02%
+4.8%
Q3 2022$243,000
-10.3%
4,665
+1.3%
0.02%
-8.7%
Q2 2022$271,0004,6040.02%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Northeast Financial Consultants Inc 129,570$8,063,0002.48%
Apriem Advisors 125,995$7,841,0001.76%
Capital Investment Advisors, LLC 299,003$18,607,0001.16%
LS Investment Advisors, LLC 205,415$12,783,0000.77%
FIRST HAWAIIAN BANK 96,777$6,023,0000.76%
SWS Partners 17,035$1,060,0000.74%
Janney Capital Management LLC 251,947$15,679,0000.69%
Wela Strategies, Inc. 13,003$809,0000.60%
Country Club Trust Company, n.a. 75,444$4,695,0000.58%
Institute for Wealth Management, LLC. 24,202$1,509,0000.48%
View complete list of VANGUARD WHITEHALL FDS shareholders