Dynamic Advisor Solutions LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 335 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$1,994,399
-27.1%
31,702
-26.1%
0.06%
-31.5%
Q1 2024$2,737,656
+3.8%
42,876
+1.2%
0.09%
-6.1%
Q4 2023$2,637,659
+21.8%
42,352
+15.7%
0.10%
-3.9%
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 ↓
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