Bogart Wealth, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 6 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.3%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$47,410
+26.6%
801
+33.3%
0.00%
+50.0%
Q2 2023$37,448
+99.4%
601
+99.7%
0.00%
+100.0%
Q1 2023$18,779
+7596.3%
301
+7425.0%
0.00%
Q4 2022$24440.0%0.00%
Q3 2022$040.0%0.00%
Q2 2022$040.0%0.00%
Q1 2022$040.0%0.00%
Q4 2021$040.0%0.00%
Q3 2021$0
-100.0%
4
-100.0%
0.00%
-100.0%
Q3 2020$997,000
+82.6%
12,641
+80.0%
0.22%
+72.7%
Q2 2020$546,000
+22.4%
7,023
+10.9%
0.13%
+4.9%
Q1 2020$446,0006,3340.12%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 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