Towerpoint Wealth, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 305 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.

Quarter-by-quarter ownership
Towerpoint Wealth, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2023$229,290
+2.0%
3,6280.0%0.13%0.0%
Q1 2023$224,755
+4.0%
3,6280.0%0.13%
+3.2%
Q4 2022$216,120
+1.5%
3,6280.0%0.12%
-1.6%
Q2 2022$213,000
-13.1%
3,6280.0%0.13%
+4.1%
Q1 2022$245,000
-19.7%
3,628
-20.0%
0.12%
-15.3%
Q4 2021$305,000
+1.7%
4,5360.0%0.14%
-3.4%
Q3 2021$300,000
-2.6%
4,5360.0%0.15%
-2.6%
Q2 2021$308,000
+3.7%
4,5360.0%0.15%
+7.7%
Q1 2021$297,000
+7.6%
4,5360.0%0.14%
+2.9%
Q4 2020$276,000
+3.0%
4,536
-11.9%
0.14%
-7.4%
Q3 2020$268,000
+1.5%
5,1480.0%0.15%
-9.1%
Q2 2020$264,000
-40.3%
5,148
-47.2%
0.16%
-53.1%
Q1 2020$442,000
-32.0%
9,754
-4.3%
0.35%
-18.6%
Q4 2019$650,000
+7.4%
10,1910.0%0.43%
+4.6%
Q3 2019$605,000
-0.7%
10,1910.0%0.41%
-3.7%
Q2 2019$609,000
-3.3%
10,191
-1.5%
0.43%
-3.0%
Q1 2019$630,000
+5.7%
10,346
-2.4%
0.44%
-7.9%
Q4 2018$596,00010,5960.48%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 310,206$18,854,0009.89%
Beta Wealth Group, Inc. 125,280$7,615,0006.54%
American Investment Services, Inc. 300,000$18,234,0005.54%
Southern Farm Bureau Life Insurance 264,185$16,057,0003.48%
Ackerman Capital Advisors, LLC 223,032$13,556,0003.45%
Windsor Creek Advisors, LLC 89,549$5,443,0001.38%
FIRST HAWAIIAN BANK 427,237$25,968,0001.19%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 36,036$2,190,0000.79%
Human Investing LLC 45,554$2,769,0000.78%
BANK OF HAWAII 189,237$11,502,0000.74%
View complete list of VANGUARD WHITEHALL FDS shareholders