Insight Wealth Strategies, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 359 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.5%.

Quarter-by-quarter ownership
Insight Wealth Strategies, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$21,727,222
-7.8%
304,601
-3.0%
4.20%
-7.0%
Q2 2023$23,577,669
+1.3%
313,992
-0.6%
4.51%
-1.1%
Q1 2023$23,264,344
+1.0%
315,748
-4.6%
4.56%
+2.4%
Q4 2022$23,033,587
-4.4%
330,800
-5.8%
4.45%
-0.5%
Q3 2022$24,098,0000.0%351,2270.0%4.48%0.0%
Q2 2022$24,098,000
-13.2%
351,227
+0.0%
4.48%
+9.3%
Q1 2022$27,761,000
-5.3%
351,207
+2.4%
4.09%
-2.0%
Q4 2021$29,310,000
+2.5%
343,128
+4.7%
4.18%
+3.8%
Q3 2021$28,596,000
+7.2%
327,819
+7.5%
4.02%
+6.1%
Q2 2021$26,674,000
-3.5%
304,910
-8.6%
3.79%
+2.4%
Q1 2021$27,632,000
+57.8%
333,597
+55.1%
3.70%
+24.6%
Q4 2020$17,508,000
-1.1%
215,110
-12.5%
2.97%
-9.6%
Q3 2020$17,710,000
+33.8%
245,944
+24.7%
3.29%
+11.6%
Q2 2020$13,233,000
+24.7%
197,275
+8.4%
2.95%
+4.3%
Q1 2020$10,610,000
+829.1%
181,925
+1048.2%
2.82%
+1066.9%
Q4 2019$1,142,00015,8440.24%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
NameSharesValueWeighting ↓
ESL Trust Services, LLC 483,204$33,64611.43%
VeraBank, N.A. 264,374$18,408,3619.19%
Aspen Wealth Strategies, LLC 134,524$9,366,9317.50%
Capital Advantage, Inc. 437,817$30,485,1816.84%
PERRITT CAPITAL MANAGEMENT INC 168,334$11,721,1276.68%
Edge Capital Group, LLC 1,225,673$85,343,5765.96%
Tanglewood Wealth Management, Inc. 506,413$35,261,5375.28%
American Financial Advisors, LLC 431,790$30,065,5645.10%
Financial Connections Group, Inc. 83,614$5,8224.59%
Insight Wealth Strategies, LLC 330,800$23,033,5874.45%
View complete list of VANGUARD WHITEHALL FDS shareholders