Element Wealth, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 164 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Element Wealth, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$1,577,082
+250.8%
23,013
+252.2%
0.89%
+237.3%
Q1 2024$449,534
+12.8%
6,534
+9.0%
0.26%
+5.2%
Q4 2023$398,520
+26.8%
5,994
+18.0%
0.25%
+10.1%
Q3 2023$314,411
-1.8%
5,080
+0.3%
0.23%
+1.8%
Q2 2023$320,037
+2.6%
5,063
+0.6%
0.22%
-4.3%
Q1 2023$311,948
-2.5%
5,035
-6.3%
0.23%
-11.1%
Q4 2022$319,935
-7.3%
5,371
-19.0%
0.26%
-17.6%
Q3 2022$345,000
+9.9%
6,629
+24.3%
0.32%
+1.6%
Q2 2022$314,000
-9.2%
5,335
+4.1%
0.31%
+12.2%
Q1 2022$346,000
+73.0%
5,123
+72.2%
0.28%
+84.8%
Q4 2021$200,000
+2.0%
2,975
+0.1%
0.15%
-3.2%
Q3 2021$196,000
-3.0%
2,971
+0.1%
0.16%
-1.3%
Q2 2021$202,000
+4.1%
2,968
+0.1%
0.16%
-1.9%
Q1 2021$194,000
+7.8%
2,965
+0.1%
0.16%
-3.6%
Q4 2020$180,0002,9630.17%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Northeast Financial Consultants Inc 126,556$8,409,0002.83%
Apriem Advisors 115,660$7,686,0001.88%
Capital Investment Advisors, LLC 239,490$15,914,0001.04%
Blue Sky Asset Management, LLC 19,736$1,311,0000.95%
SWS Partners 18,908$1,233,0000.91%
LS Investment Advisors, LLC 192,000$12,758,0000.76%
Wela Strategies, Inc. 13,018$865,0000.69%
FIRST HAWAIIAN BANK 67,528$4,487,0000.58%
Country Club Trust Company, n.a. 62,465$4,151,0000.51%
Institute for Wealth Management, LLC. 17,703$1,174,0000.35%
View complete list of VANGUARD WHITEHALL FDS shareholders