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 381,531$22,442,00011.33%
SWISS RE LTD 925,380$54,431,00010.89%
AAF Wealth Management, LLC 155,351$9,137,0006.88%
Drystone LLC 82,162$4,833,0006.69%
Ackerman Capital Advisors, LLC 412,212$24,246,0006.53%
Orgel Wealth Management, LLC 1,764,466$103,786,0005.87%
Capital Advantage, Inc. 402,218$23,658,0005.21%
American Investment Services, Inc. 297,201$17,481,0003.98%
Arlington Partners LLC 196,072$11,533,0003.83%
Strategic Point Investment Advisors, LLC 230,630$13,566,0003.77%
View complete list of VANGUARD WHITEHALL FDS shareholders