Occidental Asset Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 359 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.5%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$314,851
-11.2%
4,414
-6.5%
0.07%
-8.8%
Q2 2023$354,650
+1.4%
4,723
-0.5%
0.08%
-8.0%
Q1 2023$349,612
-19.2%
4,745
-23.6%
0.09%
-26.3%
Q4 2022$432,611
+41.4%
6,213
+26.0%
0.12%
+28.3%
Q3 2022$306,000
-9.2%
4,930
+0.4%
0.09%
-8.0%
Q2 2022$337,000
-4.8%
4,909
+9.6%
0.10%
+9.9%
Q1 2022$354,000
+3.2%
4,477
+11.5%
0.09%
+12.3%
Q4 2021$343,000
-2.0%
4,0160.0%0.08%
-11.0%
Q3 2021$350,000
+60.6%
4,016
+61.3%
0.09%
+56.9%
Q2 2021$218,000
+9.0%
2,489
+3.1%
0.06%
-1.7%
Q1 2021$200,0002,4140.06%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
NameSharesValueWeighting ↓
ESL Trust Services, LLC 491,901$35,087,30111.18%
Aspen Wealth Strategies, LLC 152,732$10,892,2728.50%
VeraBank, N.A. 285,794$20,385,6867.83%
Capital Advantage, Inc. 429,203$30,615,0716.56%
Ackerman Capital Advisors, LLC 289,515$20,651,0875.75%
Sugarloaf Wealth Management, LLC 308,564$22,009,8435.56%
Navalign, LLC 183,825$13,112,2274.98%
American Financial Advisors, LLC 405,995$28,959,6164.56%
PERRITT CAPITAL MANAGEMENT INC 109,815$7,833,1314.53%
Edge Capital Group, LLC 967,244$68,993,5294.47%
View complete list of VANGUARD WHITEHALL FDS shareholders