Steward Partners Investment Advisory, LLC - VANGUARD WHITEHALL FDS ownership

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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%.

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Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$3,964
-5.0%
670.0%0.00%–
Q2 2023$4,172
-62.0%
67
-61.9%
0.00%–
Q1 2023$10,967
-16.7%
176
-18.5%
0.00%–
Q4 2022$13,172
-75.1%
216
-76.8%
0.00%
-100.0%
Q3 2022$53,000
-13.1%
930
-6.5%
0.00%0.0%
Q2 2022$61,000
-22.8%
995
-12.4%
0.00%0.0%
Q1 2022$79,000
-3.7%
1,136
+7.4%
0.00%0.0%
Q4 2021$82,000
-4.7%
1,058
-3.7%
0.00%0.0%
Q3 2021$86,000
-3.4%
1,099
-1.8%
0.00%
-50.0%
Q2 2021$89,000
-100.0%
1,119
-83.9%
0.00%
-60.0%
Q1 2021$537,230,000
+577566.7%
6,932
+516.2%
0.01%
+150.0%
Q4 2020$93,000
+4.5%
1,125
+0.1%
0.00%0.0%
Q3 2020$89,000
+206.9%
1,124
+198.1%
0.00%
+100.0%
Q2 2020$29,000
-65.1%
377
-68.2%
0.00%
-66.7%
Q1 2020$83,000
+118.4%
1,184
+148.7%
0.00%
+200.0%
Q4 2019$38,000
-2.6%
476
-3.1%
0.00%0.0%
Q3 2019$39,000
+11.4%
491
+10.1%
0.00%0.0%
Q2 2019$35,000
-43.5%
446
-45.3%
0.00%
-66.7%
Q3 2018$62,000
-31.9%
815
-32.3%
0.00%
-40.0%
Q2 2018$91,000
+40.0%
1,203
+43.0%
0.01%
+25.0%
Q1 2018$65,000–841–0.00%–
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Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2023
NameSharesValueWeighting ↓
Versant Capital Management, Inc 359,772$22,935,4856.84%
Marotta Asset Management 244,938$15,614,7663.35%
GP Brinson Investments LLC 86,480$5,513,1002.62%
Buttonwood Financial Group, LLC 20,890$1,331,7390.97%
FC Advisory LLC 7,170$457,0760.18%
Global Wealth Strategies & Associates 2$1280.00%
View complete list of VANGUARD WHITEHALL FDS shareholders