White Lighthouse Investment Management Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 297 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 2.56 and the average weighting 0.5%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$414,652
+36.6%
7,009
+43.8%
0.10%
+40.3%
Q2 2023$303,504
+9.0%
4,874
+9.1%
0.07%
+2.9%
Q1 2023$278,463
-0.4%
4,469
-2.5%
0.07%
-7.9%
Q4 2022$279,532
+21.0%
4,584
+14.3%
0.08%
+13.4%
Q3 2022$231,000
-30.2%
4,010
-25.7%
0.07%
-29.5%
Q2 2022$331,000
-15.6%
5,399
-3.8%
0.10%
-5.0%
Q1 2022$392,000
-12.9%
5,611
-3.1%
0.10%
-10.7%
Q4 2021$450,000
-24.7%
5,791
-24.2%
0.11%
-30.0%
Q3 2021$598,000
+1.0%
7,636
+3.0%
0.16%
-1.2%
Q2 2021$592,000
+22.1%
7,410
+18.5%
0.16%
+9.5%
Q1 2021$485,000
-2.8%
6,252
+3.2%
0.15%
-6.9%
Q4 2020$499,000
-2.0%
6,058
-6.1%
0.16%
-9.7%
Q3 2020$509,000
-5.4%
6,453
-6.8%
0.18%
-11.1%
Q2 2020$538,000
+109.3%
6,923
+89.9%
0.20%
+83.3%
Q1 2020$257,000
-3.7%
3,646
+11.3%
0.11%
+10.2%
Q4 2019$267,000
+4.7%
3,275
+3.5%
0.10%
-4.9%
Q3 2019$255,000
-22.0%
3,165
-22.2%
0.10%
-24.3%
Q2 2019$327,000
+55.7%
4,070
+51.6%
0.14%
+41.7%
Q1 2019$210,000
+2.4%
2,685
-2.5%
0.10%
-15.0%
Q4 2018$205,000
-4.7%
2,753
+0.3%
0.11%
-8.1%
Q1 2018$215,000
-17.9%
2,746
-15.8%
0.12%
-18.0%
Q4 2017$262,0003,2600.15%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2023
NameSharesValueWeighting ↓
HARVEST VOLATILITY MANAGEMENT LLC 8,923$527,88517.51%
Financial Alternatives, Inc 151,272$8,949,2458.29%
Asset Management Resources, LLC 195,844$11,586,1497.20%
Versant Capital Management, Inc 348,856$20,638,3116.56%
Wavelength Capital Management, LLC 80,915$4,786,9315.57%
North Ridge Wealth Advisors, Inc. 95,887$5,672,6835.53%
Shore Point Advisors, LLC 94,208$5,573,3204.03%
BlueSky Wealth Advisors, LLC 322,749$19,093,8343.90%
Pacific Life Fund Advisors LLC 618,160$36,570,3463.87%
Keudell/Morrison Wealth Management 196,625$11,632,3353.55%
View complete list of VANGUARD WHITEHALL FDS shareholders