Capital Advisors Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 9 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Advisors Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$7,153,693
-4.8%
115,587
-2.8%
1.87%
-2.9%
Q2 2023$7,515,949
+3.8%
118,923
+1.7%
1.92%
-4.0%
Q1 2023$7,241,361
+6.3%
116,890
+2.2%
2.00%
-3.0%
Q4 2022$6,814,380
+13.9%
114,393
-0.5%
2.06%
+4.0%
Q3 2022$5,982,000
-6.8%
114,950
+5.3%
1.98%
-4.8%
Q2 2022$6,419,000
+157.8%
109,122
+196.4%
2.08%
+173.6%
Q1 2022$2,490,00036,8210.76%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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