Wade Financial Advisory, Inc - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 418 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
Wade Financial Advisory, Inc ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$4,532,173
-4.7%
55,760
-4.4%
1.63%
-5.9%
Q1 2024$4,754,503
-2.6%
58,316
-5.2%
1.73%
-6.1%
Q4 2023$4,881,552
+8.6%
61,527
-2.3%
1.85%
-4.1%
Q3 2023$4,493,576
-5.0%
62,9970.0%1.92%
+2.7%
Q2 2023$4,730,445
+1.9%
62,9970.0%1.87%
-3.9%
Q1 2023$4,641,619
+3.0%
62,997
-2.7%
1.95%
-4.5%
Q4 2022$4,508,125
+51.3%
64,744
+34.7%
2.04%
+36.9%
Q3 2022$2,980,000
-23.3%
48,074
-15.1%
1.49%
-19.0%
Q2 2022$3,887,000
-1.9%
56,654
+13.1%
1.84%
+8.5%
Q1 2022$3,961,000
+50.9%
50,113
+63.1%
1.70%
+24.5%
Q4 2021$2,625,000
-2.1%
30,7330.0%1.36%
-9.8%
Q3 2021$2,681,000
-0.5%
30,733
-0.2%
1.51%
+2.4%
Q2 2021$2,694,000
+6.7%
30,793
+1.0%
1.48%
-7.4%
Q1 2021$2,524,000
+1.4%
30,478
-0.4%
1.60%
-4.5%
Q4 2020$2,490,000
+12.9%
30,588
-0.2%
1.67%
-3.9%
Q3 2020$2,206,000
+5.7%
30,640
-1.5%
1.74%
-3.7%
Q2 2020$2,087,000
+2.1%
31,109
-11.2%
1.80%
-11.6%
Q1 2020$2,044,00035,0442.04%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2023
NameSharesValueWeighting ↓
ESL Trust Services, LLC 492,154$39,047,50011.27%
Parcion Private Wealth LLC 1,492,946$118,450,31010.84%
VeraBank, N.A. 292,226$23,185,2117.80%
Capital Advantage, Inc. 429,382$34,067,1436.91%
FreeGulliver LLC 62,547$4,962,4796.59%
Ariston Services Group 81,423$6,460,1016.26%
Sugarloaf Wealth Management, LLC 300,535$23,844,4715.75%
Navalign, LLC 188,989$14,994,4115.23%
Revisor Wealth Management LLC 56,009$4,443,7145.12%
Ackerman Capital Advisors, LLC 223,841$17,759,5254.98%
View complete list of VANGUARD WHITEHALL FDS shareholders