Ellis Investment Partners, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,114 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.7%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2022$95,000
+1.1%
1,001
+7.8%
0.03%
+4.0%
Q2 2022$94,000
-8.7%
929
+0.4%
0.02%
+4.2%
Q1 2022$103,000
-11.2%
925
-11.3%
0.02%
-11.1%
Q4 2021$116,000
+8.4%
1,043
+0.6%
0.03%0.0%
Q3 2021$107,000
-0.9%
1,037
+0.4%
0.03%
-3.6%
Q2 2021$108,000
+3.8%
1,033
+0.4%
0.03%
-3.4%
Q1 2021$104,000
+10.6%
1,029
+0.4%
0.03%0.0%
Q4 2020$94,000
+14.6%
1,025
+0.6%
0.03%0.0%
Q3 2020$82,000
+3.8%
1,019
+0.6%
0.03%
-3.3%
Q2 2020$79,000
+16.2%
1,013
+0.6%
0.03%
-6.2%
Q1 2020$68,000
-27.7%
1,007
+0.5%
0.03%
+3.2%
Q4 2019$94,000
-2.1%
1,002
-9.5%
0.03%
-11.4%
Q3 2019$96,0000.0%1,107
+0.5%
0.04%
-2.8%
Q2 2019$96,0001,1010.04%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2021
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 79,499$8,874,8833.30%
Lowe Wealth Advisors, LLC 29,945$3,342,7051.65%
StrongBox Wealth, LLC 22,592$2,521,9781.47%
Montecito Bank & Trust 38,593$4,308,1360.93%
McAlister, Sweet & Associates, Inc. 5,819$649,5800.60%
Dentgroup LLC 5,637$629,2790.56%
EisnerAmper Wealth Management Corporate Benefits, LLC 8,211$9170.34%
Compass Financial Group, INC/SD 8,948$998,9120.26%
B.O.S.S. Retirement Advisors, LLC 10,349$1,069,2100.24%
Agate Pass Investment Management, LLC 3,128$349,1790.20%
View complete list of VANGUARD WHITEHALL FDS shareholders