Phillips Wealth Planners LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,407 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

Quarter-by-quarter ownership
Phillips Wealth Planners LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$295,275
-3.6%
2,889
+0.0%
0.40%
-0.5%
Q2 2023$306,343
+0.1%
2,888
+0.8%
0.40%
-0.5%
Q1 2023$305,944
-6.5%
2,865
-2.7%
0.40%
-29.2%
Q4 2022$327,1532,9450.57%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 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