Marotta Asset Management - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 298 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.6%.

Quarter-by-quarter ownership
Marotta Asset Management ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q4 2023$15,614,766
+5.6%
244,938
-2.0%
3.35%
-2.0%
Q3 2023$14,793,550
-1.4%
250,060
+3.8%
3.42%
+2.3%
Q2 2023$15,002,088
+4.9%
240,920
+2.7%
3.34%
-2.8%
Q4 2022$14,305,054
-99.9%
234,586
+6.6%
3.44%
+4.2%
Q3 2022$12,654,009,000
+0.5%
220,108
+8.1%
3.30%
+6.6%
Q2 2022$12,586,985,000
-21.0%
203,607
-10.7%
3.10%
-16.3%
Q1 2022$15,925,216,000
-11.0%
227,959
-1.0%
3.70%
-8.6%
Q4 2021$17,888,903,000
+0.9%
230,349
+1.8%
4.05%
-5.3%
Q3 2021$17,723,988,000
-4.7%
226,360
-3.2%
4.28%
-4.0%
Q2 2021$18,592,571,000
-36.3%
233,810
-37.7%
4.46%
-40.2%
Q1 2021$29,180,626,000
+1.3%
375,217
+7.2%
7.46%
-1.8%
Q4 2020$28,816,357,000
+10.4%
350,138
+5.8%
7.60%
-4.1%
Q3 2020$26,113,296,000
+11.2%
330,967
+9.6%
7.92%
+5.2%
Q2 2020$23,487,486,000
+27.2%
302,051
+10.8%
7.53%
+6.0%
Q1 2020$18,459,100,000
-26.0%
272,620
-10.2%
7.11%
-6.9%
Q4 2019$24,936,057,000303,5437.64%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Marotta Asset Management 350,138$28,816,357,0007.60%
Versant Capital Management, Inc 195,843$16,117,0006.35%
CENTRAL BANK & TRUST CO 377,221$31,045,0005.36%
BlueSky Wealth Advisors, LLC 262,166$21,576,0005.21%
Running Point Capital Advisors, LLC 107,942$8,884,0005.19%
Hurlow Wealth Management Group, Inc. 60,885$5,011,0003.94%
Verde Capital Management 91,233$7,508,0003.74%
Wilshire Advisors LLC 46,186$3,801,0003.61%
Hall Private Wealth Advisors 52,735$4,340,0003.58%
DOWLING & YAHNKE LLC 607,451$49,993,0003.56%
View complete list of VANGUARD WHITEHALL FDS shareholders