PBMares Wealth Management LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,430 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.

Quarter-by-quarter ownership
PBMares Wealth Management LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$251,810
-2.5%
2,437
+0.1%
0.09%
-1.1%
Q2 2023$258,303
+0.5%
2,435
-0.0%
0.09%
-4.2%
Q1 2023$256,998
-2.4%
2,436
+0.1%
0.10%
-10.3%
Q4 2022$263,397
+27.9%
2,434
+19.9%
0.11%
+21.6%
Q2 2022$206,0002,0300.09%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2022
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