New Capital Management LP - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 248 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
New Capital Management LP ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2022$1,049,000
-10.1%
16,9170.0%0.58%
-10.4%
Q2 2022$1,167,000
-12.7%
16,9170.0%0.64%
-33.2%
Q1 2022$1,337,000
-7.5%
16,9170.0%0.96%
+28.2%
Q4 2021$1,445,000
-1.7%
16,9170.0%0.75%
-7.2%
Q3 2021$1,470,000
+4.9%
16,9170.0%0.81%
-35.2%
Q1 2021$1,401,000
+1.7%
16,9170.0%1.25%
+76.2%
Q4 2020$1,377,00016,9170.71%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
NameSharesValueWeighting ↓
ESL Trust Services, LLC 483,204$33,64611.43%
VeraBank, N.A. 264,374$18,408,3619.19%
Aspen Wealth Strategies, LLC 134,524$9,366,9317.50%
Capital Advantage, Inc. 437,817$30,485,1816.84%
PERRITT CAPITAL MANAGEMENT INC 168,334$11,721,1276.68%
Edge Capital Group, LLC 1,225,673$85,343,5765.96%
Tanglewood Wealth Management, Inc. 506,413$35,261,5375.28%
American Financial Advisors, LLC 431,790$30,065,5645.10%
Financial Connections Group, Inc. 83,614$5,8224.59%
Insight Wealth Strategies, LLC 330,800$23,033,5874.45%
View complete list of VANGUARD WHITEHALL FDS shareholders