MISSION WEALTH MANAGEMENT, LP - 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
MISSION WEALTH MANAGEMENT, LP ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$2,335,749
-2.9%
37,128
-1.4%
0.06%
-1.6%
Q1 2024$2,405,147
+6.7%
37,669
+6.5%
0.06%
-13.7%
Q4 2023$2,254,020
-5.2%
35,357
-12.0%
0.07%
-18.0%
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 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