VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 360 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $149,222 | -9.1% | 2,092 | -4.3% | 0.10% | -4.5% |
| Q2 2023 | $164,147 | +27.4% | 2,186 | +18.1% | 0.11% | +13.4% |
| Q4 2022 | $128,885 | +6.5% | 1,851 | -5.1% | 0.10% | +2.1% |
| Q3 2022 | $121,000 | +2.5% | 1,951 | +13.7% | 0.10% | +8.0% |
| Q2 2022 | $118,000 | +6.3% | 1,716 | +22.6% | 0.09% | +27.5% |
| Q1 2022 | $111,000 | -7.5% | 1,400 | 0.0% | 0.07% | -5.5% |
| Q4 2021 | $120,000 | -1.6% | 1,400 | 0.0% | 0.07% | -6.4% |
| Q3 2021 | $122,000 | 0.0% | 1,400 | 0.0% | 0.08% | -1.3% |
| Q2 2021 | $122,000 | +5.2% | 1,400 | 0.0% | 0.08% | -2.5% |
| Q1 2021 | $116,000 | +1.8% | 1,400 | 0.0% | 0.08% | -3.6% |
| Q4 2020 | $114,000 | +12.9% | 1,400 | 0.0% | 0.08% | +5.0% |
| Q3 2020 | $101,000 | +7.4% | 1,400 | 0.0% | 0.08% | -11.1% |
| Q2 2020 | $94,000 | +14.6% | 1,400 | 0.0% | 0.09% | -5.3% |
| Q1 2020 | $82,000 | -12.8% | 1,400 | +7.7% | 0.10% | +5.6% |
| Q4 2019 | $94,000 | – | 1,300 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 486,014 | $36,494,792 | 11.46% |
| Aspen Wealth Strategies, LLC | 147,917 | $11,107,112 | 8.44% |
| VeraBank, N.A. | 282,589 | $21,219,608 | 8.17% |
| SWEENEY & MICHEL, LLC | 196,742 | $14,800,887 | 7.62% |
| Capital Advantage, Inc. | 430,449 | $31,728,371 | 6.62% |
| Navalign, LLC | 180,880 | $13,582,285 | 5.42% |
| Tanglewood Wealth Management, Inc. | 486,651 | $36,542,624 | 5.22% |
| American Financial Advisors, LLC | 422,153 | $31,699,470 | 4.96% |
| Sugarloaf Wealth Management, LLC | 281,661 | $21,149,959 | 4.95% |
| Insight Wealth Strategies, LLC | 313,992 | $23,577,669 | 4.51% |