Disciplined Investments, LLC - 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
Disciplined Investments, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,878,470
-13.1%
31,752
-8.5%
1.14%
-1.0%
Q2 2023$2,160,487
-12.2%
34,695
-12.1%
1.16%
+11.5%
Q1 2023$2,460,532
+0.6%
39,489
-1.6%
1.04%
-13.5%
Q4 2022$2,446,676
-28.8%
40,123
-32.9%
1.20%
-24.2%
Q3 2022$3,436,000
+15.7%
59,763
+23.4%
1.58%
+17.7%
Q2 2022$2,970,000
-60.7%
48,447
-55.3%
1.34%
-14.1%
Q1 2022$7,564,000
+75.7%
108,282
+95.4%
1.56%
-17.7%
Q4 2021$4,304,000
+4.5%
55,423
+5.4%
1.90%
-5.1%
Q3 2021$4,119,000
+5.3%
52,601
+7.4%
2.00%
-0.4%
Q2 2021$3,910,000
+12.3%
48,981
+9.1%
2.01%
-2.0%
Q1 2021$3,481,000
+0.8%
44,910
+7.1%
2.05%
-11.2%
Q4 2020$3,452,000
+11.3%
41,940
+6.7%
2.31%
+0.8%
Q3 2020$3,101,000
+22.8%
39,298
+21.0%
2.29%
+16.4%
Q2 2020$2,526,000
+22.7%
32,487
+11.1%
1.96%
+0.4%
Q1 2020$2,058,000
+6.9%
29,237
+23.6%
1.96%
+20.6%
Q4 2019$1,925,00023,6511.62%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Versant Capital Management, Inc 299,587$17,223,0006.75%
Wavelength Capital Management, LLC 90,892$5,225,0005.79%
Shore Point Advisors, LLC 91,910$5,284,0005.16%
Corrigan Financial, Inc. 210,728$12,114,7464.59%
BlueSky Wealth Advisors, LLC 297,692$17,114,0003.97%
Marotta Asset Management 220,108$12,654,009,0003.30%
Marion Wealth Management 108,258$6,224,0003.20%
Hurlow Wealth Management Group, Inc. 92,882$5,340,0003.11%
Running Point Capital Advisors, LLC 78,611$4,519,0002.99%
Axiom Financial Strategies, LLC 93,013$5,347,0002.84%
View complete list of VANGUARD WHITEHALL FDS shareholders