Disciplined Investments, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 373 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 1.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
Disciplined Investments, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2023$94,098
+2.8%
1,489
+0.7%
0.05%
+28.2%
Q1 2023$91,536
+4.2%
1,478
+0.3%
0.04%
-9.3%
Q4 2022$87,835
+15.6%
1,474
+0.4%
0.04%
+22.9%
Q3 2022$76,000
-11.6%
1,468
+0.5%
0.04%
-10.3%
Q2 2022$86,000
-56.1%
1,461
-49.6%
0.04%
-4.9%
Q1 2022$196,000
+102.1%
2,898
+100.3%
0.04%
-4.7%
Q4 2021$97,000
+2.1%
1,447
+0.6%
0.04%
-6.5%
Q3 2021$95,000
+23.4%
1,439
+26.2%
0.05%
+15.0%
Q2 2021$77,000
+352.9%
1,140
+340.2%
0.04%
+300.0%
Q1 2021$17,000
-5.6%
259
-14.5%
0.01%
-16.7%
Q4 2020$18,000
-70.5%
303
-74.0%
0.01%
-73.3%
Q3 2020$61,000
+306.7%
1,165
+293.6%
0.04%
+275.0%
Q2 2020$15,000
+36.4%
296
+27.0%
0.01%
+20.0%
Q1 2020$11,000
+10.0%
233
+55.3%
0.01%
+25.0%
Q4 2019$10,0001500.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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