Modera Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 108 filers reported holding VANGUARD WHITEHALL FDS in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$4,169,006
-3.2%
66,269
-1.7%
0.06%
-7.6%
Q1 2024$4,306,227
+41.2%
67,443
+41.0%
0.07%
+32.0%
Q4 2023$3,049,745
+25.6%
47,839
+16.6%
0.05%
+8.7%
Q3 2023$2,427,835
-7.3%
41,038
-2.4%
0.05%
-4.2%
Q2 2023$2,618,535
+26.1%
42,051
+26.2%
0.05%
-40.7%
Q1 2023$2,076,412
-83.9%
33,324
-84.3%
0.08%
-84.6%
Q4 2022$12,907,644
+20.0%
211,670
+13.1%
0.52%
-3.7%
Q3 2022$10,757,000
+13.7%
187,113
+21.3%
0.54%
+21.1%
Q2 2022$9,457,000
+61.3%
154,278
+83.8%
0.45%
+73.1%
Q1 2022$5,864,000
+77.6%
83,932
+97.5%
0.26%
+106.3%
Q4 2021$3,301,000
+5.0%
42,505
+5.9%
0.13%
-21.7%
Q3 2021$3,143,000
-2.6%
40,139
-0.7%
0.16%
-7.5%
Q2 2021$3,226,000
+3.1%
40,415
+0.1%
0.17%
-14.3%
Q1 2021$3,130,000
-5.8%
40,385
+0.1%
0.20%
-22.8%
Q4 2020$3,322,000
+4.1%
40,364
-0.2%
0.26%
-44.4%
Q3 2020$3,190,000
-2.2%
40,433
-3.6%
0.47%
-9.2%
Q2 2020$3,263,000
+9.4%
41,956
-1.0%
0.52%
-16.6%
Q1 2020$2,982,000
-22.2%
42,364
-10.1%
0.62%
+4.3%
Q4 2019$3,835,000
-0.4%
47,111
-1.3%
0.60%
-6.4%
Q3 2019$3,849,000
+0.7%
47,752
+0.4%
0.64%
-8.3%
Q2 2019$3,824,000
+3.1%
47,556
+0.3%
0.70%
+0.4%
Q1 2019$3,709,000
+6.2%
47,397
+1.2%
0.70%
+1.0%
Q4 2018$3,492,000
+214.3%
46,843
+219.6%
0.69%
+205.8%
Q3 2018$1,111,000
+156.6%
14,656
+154.7%
0.22%
+147.3%
Q2 2018$433,000
-19.1%
5,755
-15.6%
0.09%
-18.0%
Q1 2018$535,000
-47.9%
6,815
-46.7%
0.11%
-49.8%
Q4 2017$1,026,000
-1.2%
12,7860.0%0.22%
-5.6%
Q3 2017$1,038,000
+1.4%
12,7860.0%0.23%
-6.0%
Q2 2017$1,024,000
+0.6%
12,7860.0%0.25%
-2.4%
Q1 2017$1,018,000
+2.7%
12,7860.0%0.26%
-23.9%
Q4 2016$991,00012,7860.34%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2018
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