SAX WEALTH ADVISORS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 218 filers reported holding VANGUARD WHITEHALL FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$414,706
-1.3%
6,701
+0.8%
0.08%
-2.4%
Q2 2023$420,197
+3.4%
6,649
+1.4%
0.08%
-4.5%
Q1 2023$406,274
+4.4%
6,558
+0.4%
0.09%
-2.2%
Q4 2022$389,194
+15.5%
6,533
+0.8%
0.09%
+3.4%
Q3 2022$337,000
-10.8%
6,481
+0.9%
0.09%
-9.4%
Q2 2022$378,000
-45.6%
6,422
-37.5%
0.10%
-42.9%
Q1 2022$695,000
+0.9%
10,274
+0.2%
0.17%
+16.7%
Q4 2021$689,000
+2.4%
10,253
+0.6%
0.14%
-10.0%
Q3 2021$673,000
-1.8%
10,187
+1.1%
0.16%
-31.9%
Q2 2021$685,000
+5.1%
10,076
+1.2%
0.24%
-1.7%
Q1 2021$652,000
+8.3%
9,956
+0.6%
0.24%
-13.7%
Q4 2020$602,0009,9000.28%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2021
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 37,428$2,488,8380.92%
Montecito Bank & Trust 41,082$2,731,5420.59%
Capital Investment Advisors, LLC 249,262$16,573,4230.42%
StrongBox Wealth, LLC 7,911$526,0020.31%
Anchor Investment Management, LLC 20,328$1,351,6390.16%
First National Bank of Mount Dora, Trust Investment Services 7,148$475,2700.13%
CGN Advisors LLC 10,393$691,0310.10%
Bartlett & Co. LLC 30,478$2,0240.03%
MASSMUTUAL TRUST CO FSB/ADV 9,098$604,9260.02%
View complete list of VANGUARD WHITEHALL FDS shareholders