TRANSCEND CAPITAL ADVISORS, LLC - 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
TRANSCEND CAPITAL ADVISORS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$215,192
-5.8%
3,477
-3.8%
0.02%
-4.5%
Q2 2023$228,531
-8.3%
3,616
-10.1%
0.02%
-15.4%
Q1 2023$249,101
+1.7%
4,021
-2.2%
0.03%
-3.7%
Q4 2022$245,011
+1.7%
4,113
-11.3%
0.03%0.0%
Q3 2022$241,000
-12.0%
4,637
-0.6%
0.03%
-6.9%
Q2 2022$274,000
+21.8%
4,663
+39.9%
0.03%
+45.0%
Q1 2022$225,0003,3340.02%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2023
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 37,428$2,488,8380.92%
Montecito Bank & Trust 41,082$2,731,5420.59%
Capital Investment Advisors, LLC 249,262$16,573,4230.42%
StrongBox Wealth, LLC 7,911$526,0020.31%
Anchor Investment Management, LLC 20,328$1,351,6390.16%
First National Bank of Mount Dora, Trust Investment Services 7,148$475,2700.13%
CGN Advisors LLC 10,393$691,0310.10%
Bartlett & Co. LLC 30,478$2,0240.03%
MASSMUTUAL TRUST CO FSB/ADV 9,098$604,9260.02%
View complete list of VANGUARD WHITEHALL FDS shareholders