Concord Wealth Partners - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 276 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$138,324
-2.1%
2,2350.0%0.03%
-3.3%
Q2 2023$141,252
+12.0%
2,235
+9.8%
0.03%
-16.7%
Q1 2023$126,068
+800.6%
2,035
+766.0%
0.04%
+800.0%
Q4 2022$13,999
-41.7%
235
-42.3%
0.00%
-42.9%
Q2 2022$24,000
-14.3%
4070.0%0.01%0.0%
Q1 2022$28,000
+86.7%
407
+77.0%
0.01%
+75.0%
Q4 2021$15,0002300.00%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2021
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