Element Wealth, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 321 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 0.4%.

Quarter-by-quarter ownership
Element Wealth, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
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 Q3 2022
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