AGILIS PARTNERS LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
AGILIS PARTNERS LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$6,857
-4.1%
66,368
-1.5%
2.47%
-11.6%
Q2 2023$7,150
+79.0%
67,410
+78.0%
2.79%
+58.1%
Q1 2023$3,995
-2.5%
37,8720.0%1.77%
-7.1%
Q4 2022$4,098
-99.9%
37,872
-13.1%
1.90%
-27.0%
Q3 2022$4,135,000
-6.7%
43,5850.0%2.61%
-5.0%
Q2 2022$4,433,000
-9.4%
43,5850.0%2.74%
+12.1%
Q1 2022$4,892,000
-4.5%
43,585
-4.7%
2.45%
-4.6%
Q4 2021$5,125,000
+24.1%
45,716
+14.4%
2.56%
+24.8%
Q3 2021$4,131,000
-1.4%
39,9690.0%2.05%
-11.2%
Q2 2021$4,188,000
+17.9%
39,969
+13.8%
2.31%
+43.1%
Q1 2021$3,552,000
+10.5%
35,1370.0%1.62%
+7.2%
Q4 2020$3,215,000
+13.0%
35,1370.0%1.51%
+41.5%
Q3 2020$2,844,000
+2.7%
35,1370.0%1.07%
-34.2%
Q2 2020$2,768,000
+11.3%
35,1370.0%1.62%
-31.6%
Q1 2020$2,486,000
-37.1%
35,137
-16.7%
2.37%
+12.5%
Q4 2019$3,952,000
+7.4%
42,168
+1.7%
2.11%
-16.0%
Q3 2019$3,678,000
+1.5%
41,4570.0%2.51%
-7.2%
Q2 2019$3,623,000
+2.2%
41,457
+0.1%
2.70%
-10.4%
Q1 2019$3,546,000
+9.8%
41,4000.0%3.02%
-9.8%
Q4 2018$3,229,00041,4003.35%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 277,500$23,046,00046.74%
Sullivan, Bruyette, Speros & Blaney, LLC 2,090,082$173,581,00016.59%
Financial Sense Advisors, Inc. 259,050$21,514,00015.00%
HCR Wealth Advisors 421,563$35,175,00011.54%
RELIANCE TRUST CO 6,147$511,00011.22%
Opus Capital Group, LLC 500,315$41,551,00010.16%
Measured Wealth Private Client Group, LLC 136,703$11,353,0009.24%
Armor Investment Advisors, LLC 119,923$9,960,0008.95%
Bouchey Financial Group Ltd 344,147$28,581,0007.74%
INSPIRION WEALTH ADVISORS, LLC 194,920$16,188,0007.62%
View complete list of VANGUARD WHITEHALL FDS shareholders