Tortoise Investment Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2023$21,320
+0.5%
2010.0%0.00%0.0%
Q1 2023$21,206
-2.5%
2010.0%0.00%
-25.0%
Q4 2022$21,750
+14.5%
2010.0%0.00%0.0%
Q3 2022$19,000
-5.0%
2010.0%0.00%0.0%
Q2 2022$20,000
-13.0%
2010.0%0.00%0.0%
Q1 2022$23,0000.0%2010.0%0.00%0.0%
Q4 2021$23,000
+9.5%
2010.0%0.00%0.0%
Q3 2021$21,0000.0%2010.0%0.00%0.0%
Q2 2021$21,000
+5.0%
2010.0%0.00%0.0%
Q1 2021$20,000
+900.0%
201
+813.6%
0.00%
+300.0%
Q4 2017$2,0000.0%220.0%0.00%0.0%
Q3 2017$2,0000.0%220.0%0.00%0.0%
Q2 2017$2,0000.0%220.0%0.00%0.0%
Q1 2017$2,0000.0%220.0%0.00%0.0%
Q4 2016$2,0000.0%220.0%0.00%0.0%
Q3 2016$2,0000.0%220.0%0.00%0.0%
Q2 2016$2,000220.00%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2022
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 79,499$8,874,8833.30%
Lowe Wealth Advisors, LLC 29,945$3,342,7051.65%
StrongBox Wealth, LLC 22,592$2,521,9781.47%
Montecito Bank & Trust 38,593$4,308,1360.93%
McAlister, Sweet & Associates, Inc. 5,819$649,5800.60%
Dentgroup LLC 5,637$629,2790.56%
EisnerAmper Wealth Management Corporate Benefits, LLC 8,211$9170.34%
Compass Financial Group, INC/SD 8,948$998,9120.26%
B.O.S.S. Retirement Advisors, LLC 10,349$1,069,2100.24%
Agate Pass Investment Management, LLC 3,128$349,1790.20%
View complete list of VANGUARD WHITEHALL FDS shareholders