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 315,289$25,412,00011.92%
CENTRAL BANK & TRUST CO 318,556$25,676,0005.52%
Leicht Financial Planning & Wealth Management, Inc. 62,764$5,059,0004.83%
Hurlow Wealth Management Group, Inc. 51,151$4,117,0004.38%
DOWLING & YAHNKE LLC 523,699$42,210,0003.49%
Wilshire Advisors LLC 38,975$3,141,0002.80%
MBM Wealth Consultants, LLC 40,662$3,277,0002.58%
AdvicePeriod, LLC 343,389$27,677,0002.56%
Kohmann Bosshard Financial Services, LLC 65,796$5,303,0002.08%
Sumitomo Mitsui DS Asset Management Company, Ltd 598,155$48,211,0001.80%
View complete list of VANGUARD WHITEHALL FDS shareholders