Axiom Financial Strategies, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 285 filers reported holding VANGUARD WHITEHALL FDS in Q4 2022. The put-call ratio across all filers is 0.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Axiom Financial Strategies, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,260,237
-60.3%
38,205
-58.2%
1.52%
-53.6%
Q2 2023$5,696,906
+2.7%
91,487
+2.8%
3.27%
+6.0%
Q1 2023$5,545,499
+2.9%
88,999
+0.7%
3.08%
-8.9%
Q4 2022$5,390,835
+0.8%
88,403
-5.0%
3.39%
+19.1%
Q3 2022$5,347,000
+2.3%
93,013
+9.1%
2.84%
+3.4%
Q2 2022$5,225,000
-4.0%
85,234
+1.3%
2.75%
+0.3%
Q1 2022$5,440,000
-13.1%
84,104
+4.4%
2.74%
-3.6%
Q4 2021$6,259,000
+6.5%
80,590
+7.3%
2.84%
+2.7%
Q3 2021$5,879,000
+0.7%
75,087
+2.6%
2.77%
+2.9%
Q2 2021$5,841,000
+5.4%
73,174
+2.3%
2.69%
-1.1%
Q1 2021$5,544,000
+1.2%
71,540
+3.0%
2.72%
-17.3%
Q4 2020$5,479,0000.0%69,4380.0%3.29%0.0%
Q3 2020$5,479,000
+5.2%
69,438
+3.7%
3.29%
-3.0%
Q2 2020$5,206,000
+37.3%
66,954
+24.3%
3.39%
+10.7%
Q1 2020$3,793,00053,8783.06%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Versant Capital Management, Inc 315,289$25,412,00011.92%
CENTRAL BANK & TRUST CO 318,556$25,676,0005.52%
Leicht Financial Planning & Wealth Management, Inc. 62,764$5,059,0004.83%
Hurlow Wealth Management Group, Inc. 51,151$4,117,0004.38%
DOWLING & YAHNKE LLC 523,699$42,210,0003.49%
Wilshire Advisors LLC 38,975$3,141,0002.80%
MBM Wealth Consultants, LLC 40,662$3,277,0002.58%
AdvicePeriod, LLC 343,389$27,677,0002.56%
Kohmann Bosshard Financial Services, LLC 65,796$5,303,0002.08%
Sumitomo Mitsui DS Asset Management Company, Ltd 598,155$48,211,0001.80%
View complete list of VANGUARD WHITEHALL FDS shareholders