Global Retirement Partners, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 49 filers reported holding VANGUARD WHITEHALL FDS in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$136,290
+16.2%
2,273
+22.5%
0.01%
+16.7%
Q2 2023$117,311
+10.8%
1,856
+10.6%
0.01%0.0%
Q1 2023$105,854
+3.7%
1,678
-2.0%
0.01%
-14.3%
Q4 2022$102,029
+2.0%
1,713
-5.8%
0.01%
-12.5%
Q3 2022$100,000
+9.9%
1,818
+18.1%
0.01%
+14.3%
Q2 2022$91,000
-10.8%
1,539
-2.0%
0.01%
-12.5%
Q1 2022$102,000
-35.0%
1,571
-48.7%
0.01%
-68.0%
Q2 2020$157,000
+13.8%
3,065
+0.7%
0.02%
-3.8%
Q1 2020$138,000
-36.1%
3,044
-10.0%
0.03%
-21.2%
Q4 2019$216,000
-17.6%
3,381
-23.4%
0.03%
-23.3%
Q3 2019$262,000
+43.2%
4,412
+47.6%
0.04%
+22.9%
Q2 2019$183,000
+34.6%
2,989
+23.4%
0.04%0.0%
Q4 2018$136,000
+21.4%
2,423
+36.4%
0.04%
+40.0%
Q3 2018$112,000
+30.2%
1,776
+28.4%
0.02%
+13.6%
Q2 2018$86,000
-18.9%
1,383
-13.2%
0.02%
-24.1%
Q1 2018$106,000
-0.9%
1,5930.0%0.03%0.0%
Q4 2017$107,000
+23.0%
1,593
+20.2%
0.03%
-19.4%
Q3 2017$87,000
+74.0%
1,325
+67.1%
0.04%
+50.0%
Q2 2017$50,0007930.02%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2017
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