Selective Wealth Management, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 232 filers reported holding VANGUARD WHITEHALL FDS in Q3 2021. The put-call ratio across all filers is 0.83 and the average weighting 0.3%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2022$22,000
-12.0%
4300.0%0.01%0.0%
Q2 2022$25,000
-13.8%
4300.0%0.01%
-18.2%
Q1 2022$29,0000.0%4300.0%0.01%
-8.3%
Q4 2021$29,000
+3.6%
4300.0%0.01%
-20.0%
Q3 2021$28,000
-3.4%
4300.0%0.02%
-34.8%
Q2 2021$29,000
+3.6%
4300.0%0.02%
-8.0%
Q1 2021$28,000
+7.7%
4300.0%0.02%
+47.1%
Q4 2020$26,000
+18.2%
4300.0%0.02%0.0%
Q3 2020$22,0000.0%4300.0%0.02%
-5.6%
Q2 2020$22,000
+15.8%
4300.0%0.02%
-40.0%
Q1 2020$19,000
-29.6%
4300.0%0.03%
-9.1%
Q4 2019$27,000
+3.8%
4300.0%0.03%
-8.3%
Q3 2019$26,0004300.04%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2021
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