Avior Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 204 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$5,592,662
-1.2%
94,534
+4.0%
0.38%
+2.7%
Q2 2023$5,661,376
+4.3%
90,916
+4.4%
0.37%
-1.1%
Q1 2023$5,428,799
+8.0%
87,125
+5.7%
0.37%
-1.8%
Q4 2022$5,026,127
+11.9%
82,422
+5.5%
0.38%
+1.9%
Q3 2022$4,491,000
+4.4%
78,129
+11.4%
0.37%
-14.3%
Q2 2022$4,300,000
-11.2%
70,157
+1.2%
0.43%
+4.1%
Q1 2022$4,841,000
-1.8%
69,302
+9.2%
0.42%
+2.5%
Q4 2021$4,929,000
+0.7%
63,474
+1.6%
0.41%
+0.7%
Q3 2021$4,893,000
+9.0%
62,494
+12.2%
0.40%
-10.4%
Q2 2021$4,488,000
+11.2%
55,713
+7.0%
0.45%
+4.6%
Q1 2021$4,035,000
+10.4%
52,073
+17.3%
0.43%
-4.4%
Q4 2020$3,654,000
+12.3%
44,398
+7.6%
0.45%
-2.8%
Q3 2020$3,255,000
+3.6%
41,264
+2.1%
0.46%
-5.7%
Q2 2020$3,143,000
+16.0%
40,420
+5.0%
0.49%
-7.9%
Q1 2020$2,710,000
-5.6%
38,504
+9.2%
0.53%
+16.1%
Q4 2019$2,871,000
+38.4%
35,273
+37.0%
0.46%
+26.4%
Q3 2019$2,075,000
+12.3%
25,745
+12.1%
0.36%
+10.0%
Q2 2019$1,847,000
+13.2%
22,969
+10.1%
0.33%
-4.3%
Q1 2019$1,632,000
+14.4%
20,859
+9.0%
0.35%
+0.6%
Q4 2018$1,426,000
+8.6%
19,134
+10.5%
0.34%
+22.9%
Q3 2018$1,313,000
+20.3%
17,321
+19.5%
0.28%
+13.8%
Q2 2018$1,091,000
+7.4%
14,490
+11.9%
0.25%
+4.7%
Q1 2018$1,016,000
+6.9%
12,949
+9.4%
0.24%
+10.8%
Q4 2017$950,000
+12.6%
11,831
+13.7%
0.21%
-23.7%
Q3 2017$844,000
+23.9%
10,405
+22.5%
0.28%0.0%
Q2 2017$681,000
+39.5%
8,497
+38.7%
0.28%
+70.6%
Q1 2017$488,000
+96.0%
6,127
+90.8%
0.16%
+75.3%
Q4 2016$249,000
+60.6%
3,212
+69.3%
0.09%
+52.5%
Q3 2016$155,000
+342.9%
1,897
+331.1%
0.06%
+662.5%
Q2 2016$35,0004400.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Marotta Asset Management 350,138$28,816,357,0007.60%
Versant Capital Management, Inc 195,843$16,117,0006.35%
CENTRAL BANK & TRUST CO 377,221$31,045,0005.36%
BlueSky Wealth Advisors, LLC 262,166$21,576,0005.21%
Running Point Capital Advisors, LLC 107,942$8,884,0005.19%
Hurlow Wealth Management Group, Inc. 60,885$5,011,0003.94%
Verde Capital Management 91,233$7,508,0003.74%
Wilshire Advisors LLC 46,186$3,801,0003.61%
Hall Private Wealth Advisors 52,735$4,340,0003.58%
DOWLING & YAHNKE LLC 607,451$49,993,0003.56%
View complete list of VANGUARD WHITEHALL FDS shareholders