Tempus Wealth Planning, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 405 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

Quarter-by-quarter ownership
Tempus Wealth Planning, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,949,179
-2.5%
31,494
-0.5%
0.98%
+8.3%
Q2 2023$1,999,785
+1.8%
31,642
-0.2%
0.90%
-6.0%
Q1 2023$1,963,698
-1.8%
31,698
-5.5%
0.96%
-20.9%
Q4 2022$1,998,917
+7.5%
33,556
-6.0%
1.21%
-2.1%
Q3 2022$1,859,000
-9.0%
35,714
+2.8%
1.24%
-26.2%
Q2 2022$2,043,000
-18.6%
34,735
-6.4%
1.68%
-5.9%
Q1 2022$2,510,000
-44.4%
37,113
-44.8%
1.78%
-26.7%
Q4 2021$4,515,000
+2.6%
67,215
+0.9%
2.44%
-2.2%
Q3 2021$4,400,000
+116.6%
66,619
+123.0%
2.49%
+84.9%
Q2 2021$2,031,000
+2.7%
29,880
-1.1%
1.35%
-35.6%
Q1 2021$1,978,00030,2172.09%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 381,531$22,442,00011.33%
SWISS RE LTD 925,380$54,431,00010.89%
AAF Wealth Management, LLC 155,351$9,137,0006.88%
Drystone LLC 82,162$4,833,0006.69%
Ackerman Capital Advisors, LLC 412,212$24,246,0006.53%
Orgel Wealth Management, LLC 1,764,466$103,786,0005.87%
Capital Advantage, Inc. 402,218$23,658,0005.21%
American Investment Services, Inc. 297,201$17,481,0003.98%
Arlington Partners LLC 196,072$11,533,0003.83%
Strategic Point Investment Advisors, LLC 230,630$13,566,0003.77%
View complete list of VANGUARD WHITEHALL FDS shareholders