HARVEST VOLATILITY MANAGEMENT LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 338 filers reported holding VANGUARD WHITEHALL FDS in Q2 2024. The put-call ratio across all filers is 0.19 and the average weighting 0.5%.

Quarter-by-quarter ownership
HARVEST VOLATILITY MANAGEMENT LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$561,346
-1.5%
8,9230.0%13.45%
-0.2%
Q1 2024$569,734
+0.2%
8,9230.0%13.48%
+11.7%
Q4 2023$568,841
+7.8%
8,9230.0%12.06%
-31.1%
Q3 2023$527,885
-5.0%
8,9230.0%17.51%
+15676.6%
Q2 2023$555,635
-18.6%
8,923
-18.5%
0.11%
-19.6%
Q1 2023$682,419
+2.2%
10,9520.0%0.14%
+2.2%
Q4 2022$668,000
+1071.9%
10,9520.0%0.14%
+1250.0%
Q3 2022$57,000
-6.6%
10,9520.0%0.01%0.0%
Q2 2022$61,000
-92.0%
10,9520.0%0.01%
-88.4%
Q1 2022$765,000
-99.9%
10,9520.0%0.09%
+7.5%
Q4 2021$850,532,000
+100080.4%
10,9520.0%0.08%
+2.6%
Q1 2021$849,000
-18.3%
10,952
-13.2%
0.08%
-36.1%
Q4 2020$1,039,00012,6240.12%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2024
NameSharesValueWeighting ↓
HARVEST VOLATILITY MANAGEMENT LLC 8,923$561,34613.45%
Financial Alternatives, Inc 164,570$10,353,1137.78%
Versant Capital Management, Inc 430,742$27,097,9656.85%
North Ridge Wealth Advisors, Inc. 105,958$6,665,7885.06%
Pacific Life Fund Advisors LLC 735,997$46,301,5714.62%
BlueSky Wealth Advisors, LLC 348,789$21,942,3113.69%
Keudell/Morrison Wealth Management 193,855$12,195,4263.57%
Balanced Rock Investment Advisors LLC 61,533$3,871,0313.26%
Marotta Asset Management 245,981$15,349,1983.18%
Shore Point Advisors, LLC 87,934$5,531,9563.14%
View complete list of VANGUARD WHITEHALL FDS shareholders