VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 9 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,646 | -2.1% | 1,400 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $88,480 | -16.0% | 1,400 | -17.6% | 0.03% | -20.9% |
| Q1 2023 | $105,315 | +4.0% | 1,700 | 0.0% | 0.04% | -14.0% |
| Q4 2022 | $101,269 | +15.1% | 1,700 | 0.0% | 0.05% | +13.6% |
| Q3 2022 | $88,000 | -12.0% | 1,700 | 0.0% | 0.04% | -4.3% |
| Q2 2022 | $100,000 | -25.9% | 1,700 | -15.0% | 0.05% | -16.4% |
| Q1 2022 | $135,000 | +0.7% | 2,000 | 0.0% | 0.06% | +1.9% |
| Q4 2021 | $134,000 | -0.7% | 2,000 | -2.4% | 0.05% | -10.0% |
| Q3 2021 | $135,000 | -2.9% | 2,050 | 0.0% | 0.06% | -4.8% |
| Q2 2021 | $139,000 | +3.7% | 2,050 | 0.0% | 0.06% | -6.0% |
| Q1 2021 | $134,000 | +12.6% | 2,050 | +5.1% | 0.07% | +4.7% |
| Q4 2020 | $119,000 | +16.7% | 1,950 | 0.0% | 0.06% | +1.6% |
| Q3 2020 | $102,000 | -18.4% | 1,950 | -20.4% | 0.06% | -25.0% |
| Q2 2020 | $125,000 | +12.6% | 2,450 | 0.0% | 0.08% | +12.0% |
| Q1 2020 | $111,000 | – | 2,450 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quaker Wealth Management, LLC | 381,531 | $22,442,000 | 11.33% |
| SWISS RE LTD | 925,380 | $54,431,000 | 10.89% |
| AAF Wealth Management, LLC | 155,351 | $9,137,000 | 6.88% |
| Drystone LLC | 82,162 | $4,833,000 | 6.69% |
| Ackerman Capital Advisors, LLC | 412,212 | $24,246,000 | 6.53% |
| Orgel Wealth Management, LLC | 1,764,466 | $103,786,000 | 5.87% |
| Capital Advantage, Inc. | 402,218 | $23,658,000 | 5.21% |
| American Investment Services, Inc. | 297,201 | $17,481,000 | 3.98% |
| Arlington Partners LLC | 196,072 | $11,533,000 | 3.83% |
| Strategic Point Investment Advisors, LLC | 230,630 | $13,566,000 | 3.77% |