Geneos Wealth Management Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 9 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2023
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