Pasadena Private Wealth, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 373 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 1.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
Pasadena Private Wealth, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$363,465
+8.5%
5,873
+10.7%
0.11%
+16.0%
Q2 2023$335,133
-2.5%
5,303
-4.4%
0.09%
-5.1%
Q1 2023$343,620
+52.5%
5,547
+46.6%
0.10%
+41.4%
Q4 2022$225,397
-5.7%
3,784
+6.5%
0.07%
-10.3%
Q4 2021$239,000
+16.0%
3,554
+14.2%
0.08%
+8.3%
Q3 2021$206,0000.0%3,112
+2.5%
0.07%
+2.9%
Q2 2021$206,000
-12.7%
3,036
-40.1%
0.07%
-27.8%
Q1 2020$236,0005,0710.10%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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