NAPLES GLOBAL ADVISORS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 298 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.6%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$772,038
-6.5%
13,050
-1.6%
0.09%
-3.1%
Q2 2023$826,012
-8.4%
13,265
-8.3%
0.10%
-13.4%
Q1 2023$901,315
+1.7%
14,465
-0.5%
0.11%
-0.9%
Q4 2022$886,649
-5.3%
14,540
-10.7%
0.11%
-12.4%
Q3 2022$936,000
-19.8%
16,280
-14.5%
0.13%
-14.6%
Q2 2022$1,167,000
-16.9%
19,030
-5.4%
0.15%
-6.8%
Q1 2022$1,405,000
+19.1%
20,110
+32.4%
0.16%
+18.2%
Q4 2021$1,180,000
+126.9%
15,190
+128.9%
0.14%
+101.5%
Q3 2021$520,000
+146.4%
6,635
+151.3%
0.07%
+134.5%
Q2 2021$211,0002,6400.03%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
NameSharesValueWeighting ↓
HARVEST VOLATILITY MANAGEMENT LLC 8,923$527,88517.51%
Financial Alternatives, Inc 151,272$8,949,2458.29%
Asset Management Resources, LLC 195,844$11,586,1497.20%
Versant Capital Management, Inc 348,856$20,638,3116.56%
Wavelength Capital Management, LLC 80,915$4,786,9315.57%
North Ridge Wealth Advisors, Inc. 95,887$5,672,6835.53%
Shore Point Advisors, LLC 94,208$5,573,3204.03%
BlueSky Wealth Advisors, LLC 322,749$19,093,8343.90%
Pacific Life Fund Advisors LLC 618,160$36,570,3463.87%
Keudell/Morrison Wealth Management 196,625$11,632,3353.55%
View complete list of VANGUARD WHITEHALL FDS shareholders