Pensionmark Financial Group, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 285 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$726,793
-10.1%
12,285
-5.4%
0.14%
-7.7%
Q2 2023$808,838
-0.6%
12,989
-0.5%
0.16%
-7.7%
Q1 2023$813,470
+73.7%
13,055
+70.0%
0.17%
+57.9%
Q4 2022$468,339
-44.4%
7,680
-47.5%
0.11%
-46.5%
Q3 2022$842,000
-17.6%
14,638
-8.3%
0.20%
-7.0%
Q2 2022$1,022,000
-1.0%
15,957
+8.0%
0.22%
+0.5%
Q1 2022$1,032,000
-4.7%
14,769
+0.1%
0.21%
-5.7%
Q4 2021$1,083,000
-16.5%
14,750
-11.0%
0.23%
-22.8%
Q3 2021$1,297,000
+3.5%
16,565
+5.5%
0.29%
+2.4%
Q2 2021$1,253,000
+6.1%
15,694
+4.4%
0.29%
+1.1%
Q1 2021$1,181,000
-1.3%
15,028
+1.2%
0.28%
-6.3%
Q4 2020$1,197,000
+17.0%
14,849
+14.5%
0.30%
-13.4%
Q3 2020$1,023,000
-2.5%
12,967
+0.3%
0.35%
-4.6%
Q2 2020$1,049,000
+26.8%
12,923
+10.0%
0.37%
-4.4%
Q1 2020$827,000
-15.2%
11,750
-1.9%
0.38%
+1.1%
Q4 2019$975,000
+18.9%
11,976
+17.7%
0.38%
+8.3%
Q3 2019$820,000
-0.8%
10,178
-0.3%
0.35%
-3.8%
Q2 2019$827,000
+3.6%
10,211
+0.1%
0.36%
+0.6%
Q1 2019$798,000
+33.0%
10,196
+27.0%
0.36%
+34.9%
Q4 2018$600,0008,0260.27%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2022
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