TOBIAS FINANCIAL ADVISORS, INC. - 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
TOBIAS FINANCIAL ADVISORS, INC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$4,629,067
-6.9%
64,897
-2.0%
1.22%
-9.3%
Q2 2023$4,973,849
-0.2%
66,239
-2.0%
1.34%
-8.3%
Q1 2023$4,981,321
-4.0%
67,608
-9.3%
1.46%
-14.3%
Q4 2022$5,190,185
+9.6%
74,540
-2.4%
1.70%
+2.1%
Q3 2022$4,735,000
-26.8%
76,383
-19.0%
1.67%
-23.1%
Q2 2022$6,469,000
+1.3%
94,291
+16.8%
2.17%
-1.3%
Q1 2022$6,383,000
+12.5%
80,750
+24.2%
2.20%
+3.8%
Q3 2021$5,672,000
-0.8%
65,028
-0.5%
2.12%
-6.3%
Q2 2021$5,718,000
+1.6%
65,360
-3.8%
2.26%
-5.1%
Q1 2021$5,626,000
-2.1%
67,920
-3.8%
2.39%
-9.2%
Q4 2020$5,745,000
+11.6%
70,588
-1.2%
2.63%
-6.8%
Q3 2020$5,146,000
+6.1%
71,463
-1.2%
2.82%
-1.0%
Q2 2020$4,852,000
+338.3%
72,335
+281.0%
2.85%
+256.1%
Q1 2020$1,107,000
-13.8%
18,984
+6.5%
0.80%
-2.7%
Q4 2019$1,284,00017,8190.82%
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