Institute for Wealth Management, LLC. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 115 filers reported holding VANGUARD WHITEHALL FDS in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2019$8,000
-99.3%
100
-99.4%
0.00%
-99.4%
Q1 2018$1,221,000
-45.3%
15,796
-43.2%
0.36%
-30.1%
Q4 2017$2,231,000
+92.3%
27,811
+94.5%
0.52%
+36.6%
Q3 2017$1,160,000
-9.4%
14,298
-10.5%
0.38%
+7.1%
Q2 2017$1,280,00015,9760.35%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2018
NameSharesValueWeighting ↓
Financial Alternatives, Inc 140,485$8,566,7688.51%
Versant Capital Management, Inc 298,893$18,226,4736.60%
Wavelength Capital Management, LLC 75,973$4,632,8345.49%
Corrigan Financial, Inc. 199,406$12,159,8054.45%
Custos Family Office, LLC 88,553$5,399,9354.31%
Shore Point Advisors, LLC 84,235$5,136,6434.22%
BlueSky Wealth Advisors, LLC 300,109$18,300,6474.05%
Marotta Asset Management 234,586$14,305,0543.44%
Axiom Financial Strategies, LLC 88,403$5,390,8353.39%
Marion Wealth Management 128,855$7,857,5613.31%
View complete list of VANGUARD WHITEHALL FDS shareholders