Cornerstone Advisory, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 379 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 1.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
Cornerstone Advisory, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$356,123
-18.6%
5,197
-18.3%
0.05%
-19.4%
Q1 2024$437,688
-55.4%
6,362
-56.9%
0.06%
-59.5%
Q4 2023$981,128
-22.8%
14,756
-28.2%
0.15%
-31.1%
Q3 2023$1,271,629
-2.1%
20,547
+0.0%
0.22%
-2.6%
Q2 2023$1,298,420
+2.0%
20,545
+0.0%
0.23%
-0.4%
Q1 2023$1,272,526
-0.8%
20,541
-4.6%
0.23%
-9.5%
Q4 2022$1,283,152
-26.6%
21,540
-35.9%
0.25%
-35.3%
Q3 2022$1,749,000
-17.6%
33,596
-6.9%
0.39%
-19.5%
Q2 2022$2,123,000
-34.0%
36,084
-24.1%
0.49%
-0.8%
Q1 2022$3,216,000
+14.5%
47,558
+13.8%
0.49%
+21.3%
Q4 2021$2,808,000
+8.5%
41,796
+6.7%
0.40%
-5.6%
Q3 2021$2,587,000
+14.9%
39,172
+18.3%
0.43%
+12.9%
Q2 2021$2,252,000
+75.4%
33,120
+68.8%
0.38%
+56.0%
Q1 2021$1,284,000
+21.1%
19,616
+12.6%
0.24%
+13.0%
Q4 2020$1,060,000
+16.9%
17,427
+0.1%
0.22%
+1.4%
Q3 2020$907,000
-11.8%
17,416
-13.2%
0.21%
-20.9%
Q2 2020$1,028,000
-54.1%
20,072
-59.4%
0.27%
-60.6%
Q1 2020$2,240,000
+6.9%
49,452
+50.5%
0.68%
+56.9%
Q4 2019$2,096,00032,8680.43%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Northeast Financial Consultants Inc 126,556$8,409,0002.83%
Apriem Advisors 115,660$7,686,0001.88%
Capital Investment Advisors, LLC 239,490$15,914,0001.04%
Blue Sky Asset Management, LLC 19,736$1,311,0000.95%
SWS Partners 18,908$1,233,0000.91%
LS Investment Advisors, LLC 192,000$12,758,0000.76%
Wela Strategies, Inc. 13,018$865,0000.69%
FIRST HAWAIIAN BANK 67,528$4,487,0000.58%
Country Club Trust Company, n.a. 62,465$4,151,0000.51%
Institute for Wealth Management, LLC. 17,703$1,174,0000.35%
View complete list of VANGUARD WHITEHALL FDS shareholders