Dynamic Advisor Solutions LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 6 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.3%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,165,960
+2.9%
36,612
+8.4%
0.10%
-6.4%
Q2 2023$2,103,996
+99.8%
33,788
+99.9%
0.11%
+75.8%
Q1 2023$1,053,272
+133.2%
16,904
+128.2%
0.06%
+100.0%
Q4 2022$451,588
+45.2%
7,406
+36.9%
0.03%
+29.2%
Q3 2022$311,000
+16.0%
5,409
+23.9%
0.02%
+14.3%
Q2 2022$268,000
-12.4%
4,366
-0.4%
0.02%0.0%
Q1 2022$306,000
-10.3%
4,382
-0.1%
0.02%
-12.5%
Q4 2021$341,0000.0%4,387
+0.8%
0.02%
-7.7%
Q3 2021$341,000
-1.4%
4,354
+0.3%
0.03%
-3.7%
Q2 2021$346,000
+2.4%
4,340
-0.4%
0.03%
-12.9%
Q1 2021$338,000
-3.7%
4,357
+2.2%
0.03%
-6.1%
Q4 2020$351,0004,2620.03%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Versant Capital Management, Inc 299,587$17,223,0006.75%
Wavelength Capital Management, LLC 90,892$5,225,0005.79%
Shore Point Advisors, LLC 91,910$5,284,0005.16%
Corrigan Financial, Inc. 210,728$12,114,7464.59%
BlueSky Wealth Advisors, LLC 297,692$17,114,0003.97%
Marotta Asset Management 220,108$12,654,009,0003.30%
Marion Wealth Management 108,258$6,224,0003.20%
Hurlow Wealth Management Group, Inc. 92,882$5,340,0003.11%
Running Point Capital Advisors, LLC 78,611$4,519,0002.99%
Axiom Financial Strategies, LLC 93,013$5,347,0002.84%
View complete list of VANGUARD WHITEHALL FDS shareholders