Cassady Schiller Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 359 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$46,365
-5.0%
6500.0%0.03%
-3.7%
Q2 2023$48,809
+1.9%
6500.0%0.03%
+17.4%
Q1 2023$47,892
+5.8%
6500.0%0.02%
-17.9%
Q4 2022$45,260
-19.2%
6500.0%0.03%
-17.6%
Q4 2021$56,0006500.03%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
NameSharesValueWeighting ↓
ESL Trust Services, LLC 491,901$35,087,30111.18%
Aspen Wealth Strategies, LLC 152,732$10,892,2728.50%
VeraBank, N.A. 285,794$20,385,6867.83%
Capital Advantage, Inc. 429,203$30,615,0716.56%
Ackerman Capital Advisors, LLC 289,515$20,651,0875.75%
Sugarloaf Wealth Management, LLC 308,564$22,009,8435.56%
Navalign, LLC 183,825$13,112,2274.98%
American Financial Advisors, LLC 405,995$28,959,6164.56%
PERRITT CAPITAL MANAGEMENT INC 109,815$7,833,1314.53%
Edge Capital Group, LLC 967,244$68,993,5294.47%
View complete list of VANGUARD WHITEHALL FDS shareholders