Gradient Capital Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 332 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 1.23 and the average weighting 0.4%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$202,875
-2.1%
3,2780.0%0.08%
+2.4%
Q2 2023$207,170
+2.0%
3,2780.0%0.08%
-3.5%
Q1 2023$203,072
-6.8%
3,278
+1.9%
0.09%
-6.5%
Q1 2022$218,000
+0.9%
3,2180.0%0.09%
+2.2%
Q4 2021$216,000
+1.4%
3,2180.0%0.09%
-8.2%
Q3 2021$213,000
-0.5%
3,218
+2.3%
0.10%
-2.0%
Q2 2021$214,0003,1450.10%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2022
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