Principle Wealth Partners LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 141 filers reported holding VANGUARD WHITEHALL FDS in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Principle Wealth Partners LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,421,613
+112.3%
22,970
+116.8%
0.14%
+113.4%
Q2 2023$669,604
+20.2%
10,595
+17.8%
0.07%
+11.7%
Q1 2023$557,240
+6.3%
8,995
+2.2%
0.06%
+1.7%
Q4 2022$524,426
-40.9%
8,804
-48.4%
0.06%
-29.8%
Q3 2022$887,000
-65.2%
17,053
-60.6%
0.08%
-72.6%
Q2 2022$2,548,000
+313.6%
43,319
+375.4%
0.31%
+372.3%
Q1 2022$616,000
+6.9%
9,113
+6.3%
0.06%
+8.3%
Q4 2021$576,000
-19.0%
8,569
-20.4%
0.06%
-26.8%
Q3 2021$711,000
-8.1%
10,765
-5.5%
0.08%
-6.8%
Q2 2021$774,000
+15.4%
11,386
+11.0%
0.09%
+12.8%
Q1 2021$671,000
+29.8%
10,257
+20.6%
0.08%
+14.7%
Q4 2020$517,000
+153.4%
8,507
+117.2%
0.07%
+19.3%
Q3 2020$204,000
-11.3%
3,917
-12.7%
0.06%
-16.2%
Q2 2020$230,000
-30.7%
4,485
-38.8%
0.07%
-45.6%
Q1 2020$332,000
-21.1%
7,325
+11.1%
0.12%
-6.7%
Q4 2019$421,0006,5960.13%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2019
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