Betterment LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 294 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 8.34 and the average weighting 0.5%.

Quarter-by-quarter ownership
Betterment LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$126,182
-2.5%
2,132,898
+2.6%
0.40%
-0.2%
Q2 2023$129,446
-2.5%
2,078,791
-2.5%
0.40%
-6.7%
Q1 2023$132,795
-0.3%
2,131,205
-2.4%
0.43%
-5.9%
Q4 2022$133,212
-99.9%
2,184,526
+19.9%
0.46%
+14.2%
Q3 2022$111,705,0000.0%1,822,2730.0%0.40%0.0%
Q2 2022$111,705,000
-29.5%
1,822,273
-19.6%
0.40%
-20.6%
Q1 2022$158,409,000
+22.9%
2,267,522
+36.7%
0.50%
+25.7%
Q4 2021$128,857,000
+22.9%
1,659,251
+23.9%
0.40%
+14.2%
Q3 2021$104,880,000
-1.6%
1,339,462
+0.3%
0.35%
-3.3%
Q2 2021$106,634,000
-0.1%
1,335,765
-3.0%
0.36%
-9.7%
Q1 2021$106,768,000
+25.6%
1,377,654
+33.4%
0.40%
+12.9%
Q4 2020$84,985,000
+1.7%
1,032,626
-2.5%
0.36%
-13.2%
Q3 2020$83,604,000
+1.1%
1,059,618
-0.3%
0.41%
-6.8%
Q2 2020$82,657,000
-25.0%
1,062,976
-32.1%
0.44%
-35.8%
Q1 2020$110,271,000
-2.9%
1,566,351
+12.2%
0.68%
+16.7%
Q4 2019$113,612,000
-5.4%
1,395,552
-6.6%
0.59%
-13.8%
Q3 2019$120,136,0000.0%1,493,8610.0%0.68%0.0%
Q2 2019$120,136,000
-2.1%
1,493,861
-4.7%
0.68%
-8.2%
Q1 2019$122,707,000
+2.9%
1,568,146
-2.0%
0.74%
-11.4%
Q4 2018$119,255,000
+29.4%
1,599,879
+31.6%
0.84%
+38.1%
Q3 2018$92,180,000
+22.3%
1,215,617
+21.4%
0.61%
+13.3%
Q2 2018$75,390,000
-16.8%
1,001,190
-15.0%
0.54%
-18.8%
Q1 2018$90,667,000
+23.2%
1,177,946
+28.5%
0.66%
+11.1%
Q4 2017$73,570,000
-3.6%
916,535
-2.6%
0.59%
-15.0%
Q3 2017$76,331,000
-15.8%
940,622
-16.8%
0.70%
-26.2%
Q2 2017$90,601,000
-25.1%
1,131,098
-25.5%
0.95%
-35.0%
Q1 2017$120,975,000
-20.6%
1,518,836
-22.7%
1.46%
-35.3%
Q4 2016$152,389,000
+2.2%
1,965,298
+7.5%
2.25%
-10.1%
Q3 2016$149,181,000
+24.1%
1,827,528
+22.1%
2.50%
+2.2%
Q2 2016$120,177,000
+30.3%
1,496,786
+24.9%
2.45%
+6.9%
Q1 2016$92,202,000
+30.3%
1,198,208
+25.2%
2.29%
+5.3%
Q4 2015$70,777,000
+25.5%
956,963
+25.9%
2.18%
+1.7%
Q3 2015$56,376,000
+1.6%
759,891
+5.4%
2.14%
-10.2%
Q2 2015$55,478,000
+31.2%
721,052
+32.6%
2.38%
-2.7%
Q1 2015$42,297,000
+55.2%
543,948
+52.4%
2.45%
+2.8%
Q4 2014$27,258,000356,9652.38%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 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