MISSION WEALTH MANAGEMENT, LP - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 298 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.6%.

Quarter-by-quarter ownership
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,377,709
-7.0%
40,191
-2.1%
0.09%
-8.2%
Q2 2023$2,555,586
+3.4%
41,040
+3.5%
0.10%
-5.8%
Q1 2023$2,470,654
-5.4%
39,651
-7.4%
0.10%
-17.6%
Q4 2022$2,612,421
+29.9%
42,841
+22.5%
0.12%
+17.9%
Q3 2022$2,011,000
-29.2%
34,983
-24.5%
0.11%
-28.9%
Q2 2022$2,841,000
-28.4%
46,344
-18.4%
0.15%
-18.6%
Q1 2022$3,967,000
+39.7%
56,789
+55.4%
0.18%
+43.0%
Q4 2021$2,839,000
+120.4%
36,552
+122.1%
0.13%
+93.9%
Q3 2021$1,288,000
+4.5%
16,454
+6.5%
0.07%
+1.5%
Q2 2021$1,233,000
+7.7%
15,443
+4.5%
0.06%
-1.5%
Q1 2021$1,145,000
+4.3%
14,774
+10.7%
0.07%
-4.3%
Q4 2020$1,098,000
+14.6%
13,342
+9.9%
0.07%
-4.2%
Q3 2020$958,000
+15.6%
12,141
+13.8%
0.07%0.0%
Q2 2020$829,000
+55.8%
10,667
+41.2%
0.07%
+22.0%
Q1 2020$532,0007,5520.06%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 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