VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 405 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $599,962 | -2.1% | 9,694 | 0.0% | 0.04% | +2.5% |
| Q2 2023 | $612,661 | +2.0% | 9,694 | 0.0% | 0.04% | -2.4% |
| Q1 2023 | $600,543 | +4.0% | 9,694 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $577,472 | +14.6% | 9,694 | 0.0% | 0.04% | +10.8% |
| Q3 2022 | $504,000 | -9.4% | 9,694 | +2.6% | 0.04% | -9.8% |
| Q2 2022 | $556,000 | -6.1% | 9,447 | +8.0% | 0.04% | +2.5% |
| Q1 2022 | $592,000 | +0.2% | 8,749 | -0.5% | 0.04% | -14.9% |
| Q4 2021 | $591,000 | +2.2% | 8,796 | +0.5% | 0.05% | -6.0% |
| Q3 2021 | $578,000 | -2.9% | 8,749 | 0.0% | 0.05% | -5.7% |
| Q2 2021 | $595,000 | +6.4% | 8,749 | +2.4% | 0.05% | -5.4% |
| Q1 2021 | $559,000 | +7.7% | 8,540 | 0.0% | 0.06% | -8.2% |
| Q4 2020 | $519,000 | +16.6% | 8,540 | 0.0% | 0.06% | +3.4% |
| Q3 2020 | $445,000 | +1.8% | 8,540 | 0.0% | 0.06% | -6.3% |
| Q2 2020 | $437,000 | +100.5% | 8,540 | +149.3% | 0.06% | +117.2% |
| Q4 2019 | $218,000 | -9.9% | 3,425 | -16.0% | 0.03% | -19.4% |
| Q3 2019 | $242,000 | -3.2% | 4,075 | 0.0% | 0.04% | -7.7% |
| Q2 2019 | $250,000 | +0.8% | 4,075 | 0.0% | 0.04% | -30.4% |
| Q1 2019 | $248,000 | +8.3% | 4,075 | 0.0% | 0.06% | -15.2% |
| Q4 2018 | $229,000 | -10.5% | 4,075 | 0.0% | 0.07% | -1.5% |
| Q3 2018 | $256,000 | – | 4,075 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MCIA Inc | 1,135,969 | $69,964,312 | 26.24% |
| Quaker Wealth Management, LLC | 326,651 | $20,216,449 | 9.85% |
| State of Wisconsin - Board of Commissioners of Public Lands | 648,058 | $40,108,309 | 9.68% |
| Lumbard & Kellner, LLC | 220,672 | $13,657,391 | 9.06% |
| SWAN Capital LLC | 177,824 | $11,005,523 | 8.77% |
| Aspen Wealth Strategies, LLC | 167,032 | $10,333,959 | 8.06% |
| Barry Investment Advisors, LLC | 334,574 | $20,706,838 | 7.45% |
| AFS Financial Group, LLC | 165,325 | $10,231,987 | 6.99% |
| Summit Financial Wealth Advisors, LLC | 387,575 | $23,874,610 | 5.86% |
| Stewardship Advisors, LLC | 239,618 | $14,829,958 | 5.79% |