Steward Partners Investment Advisory, LLC - VANGUARD WHITEHALL FDS ownership

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
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$479,789
+21.7%
7,752
+24.3%
0.01%
+16.7%
Q2 2023$394,272
+7.2%
6,238
+5.1%
0.01%0.0%
Q1 2023$367,868
-19.3%
5,938
-22.4%
0.01%
-25.0%
Q4 2022$455,780
+9.0%
7,651
-4.7%
0.01%0.0%
Q3 2022$418,000
-33.9%
8,028
-25.3%
0.01%
-33.3%
Q2 2022$632,000
-30.5%
10,744
-20.1%
0.01%
-14.3%
Q1 2022$909,000
+0.6%
13,440
-0.1%
0.01%0.0%
Q4 2021$904,000
+4.4%
13,454
+2.6%
0.01%
-6.7%
Q3 2021$866,000
+1.8%
13,115
+4.8%
0.02%
+7.1%
Q2 2021$851,000
-100.0%
12,516
-55.1%
0.01%
-12.5%
Q1 2021$1,825,138,000
+194063.6%
27,886
+80.3%
0.02%
-20.0%
Q4 2020$940,000
+62.3%
15,467
+39.0%
0.02%
+33.3%
Q3 2020$579,000
+128.9%
11,125
+125.3%
0.02%
+114.3%
Q2 2020$253,000
+33.9%
4,938
+18.1%
0.01%0.0%
Q1 2020$189,000
-36.8%
4,182
-10.8%
0.01%
-22.2%
Q4 2019$299,000
+18.7%
4,690
+10.2%
0.01%
+12.5%
Q3 2019$252,000
-18.2%
4,257
-15.4%
0.01%
-27.3%
Q2 2019$308,0005,0290.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2023
NameSharesValueWeighting ↓
MCIA Inc 1,135,969$69,964,31226.24%
Quaker Wealth Management, LLC 326,651$20,216,4499.85%
State of Wisconsin - Board of Commissioners of Public Lands 648,058$40,108,3099.68%
Lumbard & Kellner, LLC 220,672$13,657,3919.06%
SWAN Capital LLC 177,824$11,005,5238.77%
Aspen Wealth Strategies, LLC 167,032$10,333,9598.06%
Barry Investment Advisors, LLC 334,574$20,706,8387.45%
AFS Financial Group, LLC 165,325$10,231,9876.99%
Summit Financial Wealth Advisors, LLC 387,575$23,874,6105.86%
Stewardship Advisors, LLC 239,618$14,829,9585.79%
View complete list of VANGUARD WHITEHALL FDS shareholders