Sugarloaf Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 359 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.5%.

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 Q3 2023
NameSharesValueWeighting ↓
ESL Trust Services, LLC 491,901$35,087,30111.18%
Aspen Wealth Strategies, LLC 152,732$10,892,2728.50%
VeraBank, N.A. 285,794$20,385,6867.83%
Capital Advantage, Inc. 429,203$30,615,0716.56%
Ackerman Capital Advisors, LLC 289,515$20,651,0875.75%
Sugarloaf Wealth Management, LLC 308,564$22,009,8435.56%
Navalign, LLC 183,825$13,112,2274.98%
American Financial Advisors, LLC 405,995$28,959,6164.56%
PERRITT CAPITAL MANAGEMENT INC 109,815$7,833,1314.53%
Edge Capital Group, LLC 967,244$68,993,5294.47%
View complete list of VANGUARD WHITEHALL FDS shareholders