Geneos Wealth Management Inc. - 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
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 Q4 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 381,531$22,442,00011.33%
SWISS RE LTD 925,380$54,431,00010.89%
AAF Wealth Management, LLC 155,351$9,137,0006.88%
Drystone LLC 82,162$4,833,0006.69%
Ackerman Capital Advisors, LLC 412,212$24,246,0006.53%
Orgel Wealth Management, LLC 1,764,466$103,786,0005.87%
Capital Advantage, Inc. 402,218$23,658,0005.21%
American Investment Services, Inc. 297,201$17,481,0003.98%
Arlington Partners LLC 196,072$11,533,0003.83%
Strategic Point Investment Advisors, LLC 230,630$13,566,0003.77%
View complete list of VANGUARD WHITEHALL FDS shareholders