Lebenthal Global Advisors, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 37 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
Lebenthal Global Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$11,246,320
-2.7%
108,848
-0.1%
3.38%
+1.0%
Q2 2023$11,554,661
+573.0%
108,935
+569.4%
3.35%
+537.1%
Q1 2023$1,716,907
+3.8%
16,274
+6.4%
0.53%
-3.5%
Q4 2022$1,654,42315,2890.54%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2023
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 79,499$8,874,8833.30%
Lowe Wealth Advisors, LLC 29,945$3,342,7051.65%
StrongBox Wealth, LLC 22,592$2,521,9781.47%
Montecito Bank & Trust 38,593$4,308,1360.93%
McAlister, Sweet & Associates, Inc. 5,819$649,5800.60%
Dentgroup LLC 5,637$629,2790.56%
EisnerAmper Wealth Management Corporate Benefits, LLC 8,211$9170.34%
Compass Financial Group, INC/SD 8,948$998,9120.26%
B.O.S.S. Retirement Advisors, LLC 10,349$1,069,2100.24%
Agate Pass Investment Management, LLC 3,128$349,1790.20%
View complete list of VANGUARD WHITEHALL FDS shareholders