Strategic Financial Planning, Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 168 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Strategic Financial Planning, Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$847,781
-4.3%
14,330
-0.6%
0.78%
-0.5%
Q2 2023$886,180
-0.8%
14,420
+0.5%
0.78%
-3.9%
Q1 2023$893,674
+1.7%
14,343
-0.5%
0.82%
-4.0%
Q4 2022$878,760
+5.5%
14,411
-0.6%
0.85%
-1.8%
Q3 2022$833,000
-7.5%
14,499
-1.3%
0.87%0.0%
Q2 2022$901,000
-10.5%
14,691
+2.2%
0.87%
+3.6%
Q1 2022$1,007,000
-11.4%
14,371
-1.9%
0.84%
+2.4%
Q4 2021$1,137,000
-1.7%
14,644
-0.9%
0.82%
-3.5%
Q3 2021$1,157,000
+1.0%
14,772
+3.0%
0.85%
+2.5%
Q2 2021$1,145,000
+4.8%
14,341
+1.7%
0.83%
+1.3%
Q1 2021$1,093,000
+0.8%
14,100
+7.1%
0.82%
-14.2%
Q4 2020$1,084,000
+16.4%
13,166
+11.6%
0.95%
-1.9%
Q3 2020$931,000
-0.6%
11,800
-2.1%
0.97%
-7.2%
Q2 2020$937,000
+7.9%
12,051
-2.3%
1.04%
-9.2%
Q1 2020$868,000
-24.5%
12,332
-12.7%
1.15%
+2.9%
Q4 2019$1,149,00014,1181.12%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2020
NameSharesValueWeighting ↓
Marotta Asset Management 330,967$26,113,296,0007.92%
Versant Capital Management, Inc 190,223$15,008,0006.69%
CENTRAL BANK & TRUST CO 363,197$28,656,0005.36%
BlueSky Wealth Advisors, LLC 250,228$20,008,0005.22%
Hurlow Wealth Management Group, Inc. 56,010$4,419,0004.05%
Verde Capital Management 84,552$6,671,0003.80%
DOWLING & YAHNKE LLC 580,841$45,828,0003.68%
Axiom Financial Strategies, LLC 69,438$5,479,0003.29%
MBM Wealth Consultants, LLC 61,782$4,874,0003.11%
Wilshire Advisors LLC 34,566$2,727,0002.77%
View complete list of VANGUARD WHITEHALL FDS shareholders