EPG Wealth Management LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 305 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$58,238
-1.9%
941
+0.2%
0.02%0.0%
Q2 2023$59,371
-60.7%
939
-61.5%
0.02%
-62.5%
Q1 2023$150,951
+4.0%
2,437
+0.0%
0.05%
-12.7%
Q4 2022$145,107
+14.3%
2,436
+0.1%
0.06%
+5.8%
Q3 2022$127,000
-40.1%
2,434
-22.2%
0.05%
-28.8%
Q1 2022$212,000
+1.0%
3,129
+0.1%
0.07%
-1.4%
Q4 2021$210,000
+1.9%
3,125
+0.4%
0.07%
-10.8%
Q3 2021$206,000
-29.7%
3,113
-27.7%
0.08%
-33.1%
Q2 2021$293,000
-5.8%
4,304
-9.5%
0.12%
-17.9%
Q1 2021$311,000
+7.6%
4,754
+0.1%
0.15%
-13.2%
Q4 2020$289,000
+17.0%
4,749
+0.2%
0.17%
-4.9%
Q3 2020$247,000
+2.1%
4,741
+0.5%
0.18%
+6.4%
Q2 2020$242,000
+12.0%
4,719
-1.0%
0.17%
+8.2%
Q1 2020$216,000
+10.8%
4,766
+55.7%
0.16%
+11.2%
Q4 2019$195,0003,0610.14%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 310,206$18,854,0009.89%
Beta Wealth Group, Inc. 125,280$7,615,0006.54%
American Investment Services, Inc. 300,000$18,234,0005.54%
Southern Farm Bureau Life Insurance 264,185$16,057,0003.48%
Ackerman Capital Advisors, LLC 223,032$13,556,0003.45%
Windsor Creek Advisors, LLC 89,549$5,443,0001.38%
FIRST HAWAIIAN BANK 427,237$25,968,0001.19%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 36,036$2,190,0000.79%
Human Investing LLC 45,554$2,769,0000.78%
BANK OF HAWAII 189,237$11,502,0000.74%
View complete list of VANGUARD WHITEHALL FDS shareholders