EverSource Wealth Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 276 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$969,051
-3.7%
15,658
-1.7%
0.10%
-7.2%
Q2 2023$1,006,575
-15.1%
15,927
-16.8%
0.11%
-25.0%
Q1 2023$1,185,847
+3.4%
19,142
-0.6%
0.15%
-14.9%
Q4 2022$1,147,318
+24.4%
19,260
+8.7%
0.17%
-17.5%
Q3 2022$922,000
-17.8%
17,718
-7.1%
0.21%
-27.0%
Q2 2022$1,121,000
-11.9%
19,063
+1.3%
0.29%
-10.5%
Q1 2022$1,272,000
+0.7%
18,816
+0.1%
0.32%
-8.8%
Q4 2021$1,263,00018,7970.35%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Northeast Financial Consultants Inc 129,570$8,063,0002.48%
Apriem Advisors 125,995$7,841,0001.76%
Capital Investment Advisors, LLC 299,003$18,607,0001.16%
LS Investment Advisors, LLC 205,415$12,783,0000.77%
FIRST HAWAIIAN BANK 96,777$6,023,0000.76%
SWS Partners 17,035$1,060,0000.74%
Janney Capital Management LLC 251,947$15,679,0000.69%
Wela Strategies, Inc. 13,003$809,0000.60%
Country Club Trust Company, n.a. 75,444$4,695,0000.58%
Institute for Wealth Management, LLC. 24,202$1,509,0000.48%
View complete list of VANGUARD WHITEHALL FDS shareholders