Geneos Wealth Management Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 305 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$404,646
-2.1%
6,5380.0%0.02%
-4.5%
Q2 2023$413,202
+0.7%
6,538
-1.3%
0.02%
-12.0%
Q1 2023$410,496
+3.2%
6,626
-0.7%
0.02%
+4.2%
Q4 2022$397,643
-20.9%
6,675
-31.0%
0.02%
-31.4%
Q3 2022$503,000
-23.3%
9,673
-13.4%
0.04%
+9.4%
Q2 2022$656,000
+420.6%
11,174
+496.3%
0.03%
+540.0%
Q1 2022$126,000
-38.8%
1,874
-38.9%
0.01%
-37.5%
Q4 2021$206,000
+66.1%
3,068
+63.7%
0.01%
+60.0%
Q3 2021$124,000
-3.1%
1,8740.0%0.01%0.0%
Q2 2021$128,000
-85.4%
1,874
-85.7%
0.01%
-80.0%
Q1 2021$878,000
+650.4%
13,1310.0%0.02%
+400.0%
Q4 2020$117,000
+28.6%
13,131
+637.3%
0.01%0.0%
Q3 2020$91,000
+1.1%
1,7810.0%0.01%0.0%
Q2 2020$90,000
+13.9%
1,7810.0%0.01%0.0%
Q1 2020$79,000
-10.2%
1,781
+29.2%
0.01%0.0%
Q4 2019$88,000
+95.6%
1,379
+77.7%
0.01%
+66.7%
Q3 2019$45,0007760.00%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
NameSharesValueWeighting ↓
MCIA Inc 1,135,969$69,964,31226.24%
Quaker Wealth Management, LLC 326,651$20,216,4499.85%
State of Wisconsin - Board of Commissioners of Public Lands 648,058$40,108,3099.68%
Lumbard & Kellner, LLC 220,672$13,657,3919.06%
SWAN Capital LLC 177,824$11,005,5238.77%
Aspen Wealth Strategies, LLC 167,032$10,333,9598.06%
Barry Investment Advisors, LLC 334,574$20,706,8387.45%
AFS Financial Group, LLC 165,325$10,231,9876.99%
Summit Financial Wealth Advisors, LLC 387,575$23,874,6105.86%
Stewardship Advisors, LLC 239,618$14,829,9585.79%
View complete list of VANGUARD WHITEHALL FDS shareholders