Orgel Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 492 filers reported holding VANGUARD WHITEHALL FDS in Q2 2024. The put-call ratio across all filers is 0.13 and the average weighting 0.5%.

Quarter-by-quarter ownership
Orgel Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$168,104,670
+0.4%
2,453,008
+0.8%
4.54%
-1.2%
Q1 2024$167,465,280
+8.2%
2,434,088
+4.5%
4.59%
+0.3%
Q4 2023$154,836,427
+13.3%
2,328,717
+5.5%
4.58%
-0.9%
Q3 2023$136,658,555
+0.3%
2,208,088
+2.4%
4.62%
+2.6%
Q2 2023$136,291,538
+11264.9%
2,156,512
+11040.2%
4.50%
+10372.1%
Q1 2023$1,199,229
+4.1%
19,358
+0.1%
0.04%
-2.3%
Q4 2022$1,151,488
-24.0%
19,330
-33.6%
0.04%
-41.3%
Q3 2022$1,515,000
-98.5%
29,111
-98.4%
0.08%
-98.7%
Q2 2022$103,786,000
-10.8%
1,764,466
+2.5%
5.87%
-26.5%
Q1 2022$116,348,000
+2.5%
1,720,616
+1.8%
7.99%
-27.1%
Q4 2021$113,524,000
-28.4%
1,690,094
-29.6%
10.96%
-39.2%
Q3 2021$158,617,000
+29.2%
2,401,464
+32.9%
18.02%
+17.0%
Q2 2021$122,810,000
+33.3%
1,806,562
+28.3%
15.41%
+18.1%
Q1 2021$92,138,0001,407,76013.04%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2024
NameSharesValueWeighting ↓
Main Line Retirement Advisors, LLC 208,480$14,284,78910.93%
State of Wisconsin - Board of Commissioners of Public Lands 648,058$44,411,41510.68%
GRAYHAWK INVESTMENT STRATEGIES INC. 28,160$1,929,8058.79%
Barry Investment Advisors, LLC 375,170$25,710,3778.66%
SWAN Capital LLC 212,362$14,553,1607.93%
AAF Wealth Management, LLC 177,297$12,150,1576.31%
Capital Advantage, Inc. 413,848$28,857,5975.92%
Arlington Trust Co LLC 348,968$23,914,7775.62%
Summit Financial Wealth Advisors, LLC 399,977$27,410,4215.55%
Ariston Services Group 82,900$5,681,1375.47%
View complete list of VANGUARD WHITEHALL FDS shareholders