Heartwood Wealth Advisors LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 405 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

Quarter-by-quarter ownership
Heartwood Wealth Advisors LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,934,329
-8.7%
47,412
-6.7%
0.43%
-5.0%
Q2 2023$3,212,582
+8.3%
50,832
+6.1%
0.46%
+3.2%
Q1 2023$2,967,529
+638.2%
47,902
+600.1%
0.44%
+569.7%
Q2 2022$402,0006,8420.07%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 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