Lebenthal Global Advisors, 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
Lebenthal Global Advisors, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$6,985,091
+46.2%
112,863
+49.3%
2.10%
+51.7%
Q2 2023$4,778,310
+1.9%
75,606
-0.1%
1.39%
-3.5%
Q1 2023$4,689,163
+4.3%
75,693
+0.3%
1.44%
-3.1%
Q4 2022$4,497,494
+25.6%
75,499
+9.7%
1.48%
-9.6%
Q3 2022$3,580,000
-18.6%
68,806
-8.0%
1.64%
-23.1%
Q2 2022$4,397,000
-13.5%
74,761
-0.6%
2.13%
-1.6%
Q1 2022$5,085,000
+1.7%
75,207
+1.0%
2.17%
+7.1%
Q4 2021$5,002,000
+18.1%
74,471
+16.1%
2.02%
-24.0%
Q3 2021$4,235,000
+24811.8%
64,118
+21783.3%
2.66%
+22075.0%
Q4 2020$17,0002930.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Northeast Financial Consultants Inc 129,570$8,063,0002.48%
Apriem Advisors 125,995$7,841,0001.76%
Capital Investment Advisors, LLC 299,003$18,607,0001.16%
LS Investment Advisors, LLC 205,415$12,783,0000.77%
FIRST HAWAIIAN BANK 96,777$6,023,0000.76%
SWS Partners 17,035$1,060,0000.74%
Janney Capital Management LLC 251,947$15,679,0000.69%
Wela Strategies, Inc. 13,003$809,0000.60%
Country Club Trust Company, n.a. 75,444$4,695,0000.58%
Institute for Wealth Management, LLC. 24,202$1,509,0000.48%
View complete list of VANGUARD WHITEHALL FDS shareholders