Orgel Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 305 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.

Quarter-by-quarter ownership
Orgel Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
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 Q1 2022
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