REGIMEN WEALTH, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 453 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.

Quarter-by-quarter ownership
REGIMEN WEALTH, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$10,728,424
+0.4%
156,551
+0.7%
3.69%
-0.4%
Q1 2024$10,687,568
+4.4%
155,401
+1.6%
3.71%
-5.4%
Q4 2023$10,233,474
-1.2%
152,996
-8.6%
3.92%
-7.9%
Q3 2023$10,358,059
-0.2%
167,362
+1.9%
4.25%
-1.1%
Q2 2023$10,378,002
+5.4%
164,209
+6.7%
4.30%
+1.0%
Q1 2023$9,842,607
-18.9%
153,891
-24.9%
4.26%
-47.6%
Q4 2022$12,140,000204,9298.13%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Northeast Financial Consultants Inc 126,556$8,409,0002.83%
Apriem Advisors 115,660$7,686,0001.88%
Capital Investment Advisors, LLC 239,490$15,914,0001.04%
Blue Sky Asset Management, LLC 19,736$1,311,0000.95%
SWS Partners 18,908$1,233,0000.91%
LS Investment Advisors, LLC 192,000$12,758,0000.76%
Wela Strategies, Inc. 13,018$865,0000.69%
FIRST HAWAIIAN BANK 67,528$4,487,0000.58%
Country Club Trust Company, n.a. 62,465$4,151,0000.51%
Institute for Wealth Management, LLC. 17,703$1,174,0000.35%
View complete list of VANGUARD WHITEHALL FDS shareholders