Concord Wealth Partners - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 433 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 1.31 and the average weighting 0.6%.

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 Q2 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