NAPLES GLOBAL ADVISORS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 302 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 2.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$587,265
-10.7%
9,335
-9.3%
0.06%
-11.9%
Q1 2024$657,336
-3.3%
10,295
-3.4%
0.07%
-10.7%
Q4 2023$679,575
-12.0%
10,660
-18.3%
0.08%
-20.2%
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 Q1 2023
NameSharesValueWeighting ↓
Marotta Asset Management 375,217$29,180,626,0007.46%
CENTRAL BANK & TRUST CO 453,957$35,182,0006.00%
Versant Capital Management, Inc 209,304$16,221,0005.91%
BlueSky Wealth Advisors, LLC 276,279$21,553,0004.86%
Corrigan Financial, Inc. 175,574$13,606,9894.55%
Running Point Capital Advisors, LLC 105,424$8,170,0004.51%
Wilshire Advisors LLC 53,844$4,173,0003.94%
Hurlow Wealth Management Group, Inc. 66,557$5,158,0003.72%
DOWLING & YAHNKE LLC 626,279$48,537,0003.32%
Verde Capital Management 90,843$7,040,0003.10%
View complete list of VANGUARD WHITEHALL FDS shareholders