Sugarloaf Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 360 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$22,009,843
+4.1%
308,564
+9.6%
5.56%
+12.4%
Q2 2023$21,149,959
+8.6%
281,661
+6.6%
4.95%
+3.4%
Q1 2023$19,468,028
+12.4%
264,224
+6.3%
4.78%
+10.1%
Q4 2022$17,313,573
+18.2%
248,651
+5.4%
4.35%
+15.9%
Q3 2022$14,649,000
-5.7%
236,002
+4.2%
3.75%
-3.6%
Q2 2022$15,537,000226,4543.89%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2023
NameSharesValueWeighting ↓
ESL Trust Services, LLC 486,014$36,494,79211.46%
Aspen Wealth Strategies, LLC 147,917$11,107,1128.44%
VeraBank, N.A. 282,589$21,219,6088.17%
SWEENEY & MICHEL, LLC 196,742$14,800,8877.62%
Capital Advantage, Inc. 430,449$31,728,3716.62%
Navalign, LLC 180,880$13,582,2855.42%
Tanglewood Wealth Management, Inc. 486,651$36,542,6245.22%
American Financial Advisors, LLC 422,153$31,699,4704.96%
Sugarloaf Wealth Management, LLC 281,661$21,149,9594.95%
Insight Wealth Strategies, LLC 313,992$23,577,6694.51%
View complete list of VANGUARD WHITEHALL FDS shareholders