Summit Financial Wealth Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 405 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$23,874,610
+1.4%
387,575
+4.1%
5.86%
+7.8%
Q2 2023$23,537,622
+7.6%
372,431
+5.5%
5.44%
+4.9%
Q1 2023$21,866,767
+1.6%
352,974
-2.3%
5.19%
-0.2%
Q4 2022$21,531,994
+7.8%
361,457
-0.6%
5.20%
-9.4%
Q3 2022$19,973,000363,5335.74%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 403,230$24,02012.19%
SWISS RE LTD 925,380$55,124,88710.09%
Southern Farm Bureau Life Insurance 1,081,423$121,8289.78%
GRAYHAWK INVESTMENT STRATEGIES INC. 194,590$11,473,1828.55%
REGIMEN WEALTH, LLC 204,929$12,140,0008.13%
AFS Financial Group, LLC 181,734$10,825,8667.70%
Aspen Wealth Strategies, LLC 145,425$8,662,9696.94%
Hamilton Wealth, LLC 238,485$14,206,5515.78%
AAF Wealth Management, LLC 130,791$7,791,8245.52%
Summit Financial Wealth Advisors, LLC 361,457$21,531,9945.20%
View complete list of VANGUARD WHITEHALL FDS shareholders