Avidian Wealth Solutions, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 204 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,275,660
+6.6%
55,370
+12.2%
0.23%
+14.9%
Q2 2023$3,072,845
-19.5%
49,347
-19.5%
0.20%
-4.3%
Q1 2023$3,819,402
-17.2%
61,297
-19.0%
0.21%
-30.2%
Q4 2022$4,614,937
+2.6%
75,680
-3.3%
0.30%
-7.4%
Q3 2022$4,497,000
-9.8%
78,230
-3.8%
0.32%
-7.9%
Q2 2022$4,987,000
-13.3%
81,358
-1.2%
0.35%
+0.3%
Q1 2022$5,751,000
-17.6%
82,322
-8.4%
0.35%
-18.9%
Q4 2021$6,976,000
+0.1%
89,833
+1.0%
0.43%
-18.3%
Q3 2021$6,966,000
+1.7%
88,966
+3.7%
0.53%
+1.0%
Q2 2021$6,852,000
+22.5%
85,829
+18.9%
0.53%
+10.3%
Q1 2021$5,593,000
+155.7%
72,168
+171.6%
0.48%
+130.4%
Q4 2020$2,187,000
+29.6%
26,570
+24.3%
0.21%
+61.7%
Q3 2020$1,687,000
+113.5%
21,376
+110.5%
0.13%
+19.6%
Q2 2020$790,000
-85.3%
10,155
-86.7%
0.11%
-87.6%
Q1 2020$5,375,000
-16.4%
76,352
-3.3%
0.86%
-5.7%
Q4 2019$6,431,000
+3021.8%
78,996
+2903.7%
0.91%
+1887.0%
Q1 2019$206,000
-16.3%
2,630
-20.2%
0.05%
-46.5%
Q4 2018$246,000
-44.1%
3,294
-43.2%
0.09%
-37.7%
Q3 2018$440,000
-97.2%
5,804
-97.2%
0.14%
-97.2%
Q2 2018$15,532,000
-2.4%
206,263
+1.7%
4.90%
-8.1%
Q1 2018$15,917,000
+8.3%
202,894
+10.8%
5.34%
+35.7%
Q4 2017$14,698,000
+6.7%
183,109
+7.9%
3.93%
-25.1%
Q3 2017$13,771,000
+5.5%
169,696
+4.1%
5.25%
-3.3%
Q2 2017$13,057,000
+5.7%
163,015
+5.1%
5.43%
+14.6%
Q1 2017$12,352,000155,0774.73%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Marotta Asset Management 350,138$28,816,357,0007.60%
Versant Capital Management, Inc 195,843$16,117,0006.35%
CENTRAL BANK & TRUST CO 377,221$31,045,0005.36%
BlueSky Wealth Advisors, LLC 262,166$21,576,0005.21%
Running Point Capital Advisors, LLC 107,942$8,884,0005.19%
Hurlow Wealth Management Group, Inc. 60,885$5,011,0003.94%
Verde Capital Management 91,233$7,508,0003.74%
Wilshire Advisors LLC 46,186$3,801,0003.61%
Hall Private Wealth Advisors 52,735$4,340,0003.58%
DOWLING & YAHNKE LLC 607,451$49,993,0003.56%
View complete list of VANGUARD WHITEHALL FDS shareholders