AE Wealth Management LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 141 filers reported holding VANGUARD WHITEHALL FDS in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$7,422,743
+5.2%
119,934
+7.5%
0.04%
+4.8%
Q2 2023$7,052,619
+17.6%
111,592
+15.2%
0.04%
+7.7%
Q1 2023$5,999,190
+132.3%
96,839
+123.4%
0.04%
+105.3%
Q4 2022$2,582,434
+24.9%
43,351
+9.1%
0.02%
+18.8%
Q3 2022$2,068,000
+4.1%
39,736
+17.6%
0.02%0.0%
Q2 2022$1,987,000
+84.3%
33,781
+112.0%
0.02%
+128.6%
Q1 2022$1,078,000
+49.3%
15,938
+48.2%
0.01%
+40.0%
Q4 2021$722,000
+51.4%
10,756
+49.0%
0.01%
+25.0%
Q3 2021$477,000
-79.3%
7,221
-78.7%
0.00%
-80.0%
Q2 2021$2,305,000
+422.7%
33,912
+402.9%
0.02%
+400.0%
Q1 2021$441,000
+57.5%
6,743
+46.3%
0.00%
+33.3%
Q4 2020$280,000
+37.3%
4,610
+15.6%
0.00%0.0%
Q2 2020$204,000
-64.6%
3,989
-55.9%
0.00%
-76.9%
Q4 2019$577,0009,0490.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2020
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 37,428$2,488,8380.92%
Montecito Bank & Trust 41,082$2,731,5420.59%
Capital Investment Advisors, LLC 249,262$16,573,4230.42%
StrongBox Wealth, LLC 7,911$526,0020.31%
Anchor Investment Management, LLC 20,328$1,351,6390.16%
First National Bank of Mount Dora, Trust Investment Services 7,148$475,2700.13%
CGN Advisors LLC 10,393$691,0310.10%
Bartlett & Co. LLC 30,478$2,0240.03%
MASSMUTUAL TRUST CO FSB/ADV 9,098$604,9260.02%
View complete list of VANGUARD WHITEHALL FDS shareholders