Concord Wealth Partners - 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
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 Q1 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 403,230$24,02012.19%
SWISS RE LTD 925,380$55,124,88710.09%
Southern Farm Bureau Life Insurance 1,081,423$121,8289.78%
GRAYHAWK INVESTMENT STRATEGIES INC. 194,590$11,473,1828.55%
REGIMEN WEALTH, LLC 204,929$12,140,0008.13%
AFS Financial Group, LLC 181,734$10,825,8667.70%
Aspen Wealth Strategies, LLC 145,425$8,662,9696.94%
Hamilton Wealth, LLC 238,485$14,206,5515.78%
AAF Wealth Management, LLC 130,791$7,791,8245.52%
Summit Financial Wealth Advisors, LLC 361,457$21,531,9945.20%
View complete list of VANGUARD WHITEHALL FDS shareholders