Towerpoint Wealth, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 321 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.43 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 Q3 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