VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 11 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,290 | -5.0% | 3,579 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $268,747 | -4.2% | 3,579 | -6.0% | 0.04% | -12.5% |
| Q1 2023 | $280,647 | +5.8% | 3,809 | 0.0% | 0.04% | -9.1% |
| Q4 2022 | $265,221 | +12.4% | 3,809 | 0.0% | 0.04% | -2.2% |
| Q3 2022 | $236,000 | -34.8% | 3,809 | -27.9% | 0.04% | -32.8% |
| Q2 2022 | $362,000 | -13.2% | 5,280 | 0.0% | 0.07% | 0.0% |
| Q1 2022 | $417,000 | -3.2% | 5,280 | +4.6% | 0.07% | 0.0% |
| Q4 2021 | $431,000 | -2.3% | 5,050 | 0.0% | 0.07% | -10.7% |
| Q3 2021 | $441,000 | -0.2% | 5,050 | 0.0% | 0.08% | -3.8% |
| Q2 2021 | $442,000 | – | 5,050 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 486,014 | $36,494,792 | 11.46% |
| Aspen Wealth Strategies, LLC | 147,917 | $11,107,112 | 8.44% |
| VeraBank, N.A. | 282,589 | $21,219,608 | 8.17% |
| SWEENEY & MICHEL, LLC | 196,742 | $14,800,887 | 7.62% |
| Capital Advantage, Inc. | 430,449 | $31,728,371 | 6.62% |
| Navalign, LLC | 180,880 | $13,582,285 | 5.42% |
| Tanglewood Wealth Management, Inc. | 486,651 | $36,542,624 | 5.22% |
| American Financial Advisors, LLC | 422,153 | $31,699,470 | 4.96% |
| Sugarloaf Wealth Management, LLC | 281,661 | $21,149,959 | 4.95% |
| Insight Wealth Strategies, LLC | 313,992 | $23,577,669 | 4.51% |