Congress Wealth Management LLC / DE / - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 241 filers reported holding VANGUARD WHITEHALL FDS in Q3 2022. The put-call ratio across all filers is 1.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
Congress Wealth Management LLC / DE / ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,119,438
-11.7%
35,825
-7.1%
0.04%
-21.4%
Q2 2023$2,400,256
-2.4%
38,545
-2.4%
0.06%
-5.1%
Q1 2023$2,460,193
+2.7%
39,482
+0.5%
0.06%
-4.8%
Q4 2022$2,395,801
+39.2%
39,287
+31.2%
0.06%
+34.8%
Q3 2022$1,721,000
-1.3%
29,939
+5.3%
0.05%
+2.2%
Q2 2022$1,743,000
-15.3%
28,430
-3.4%
0.04%0.0%
Q1 2022$2,057,000
-23.3%
29,444
-14.8%
0.04%
-15.1%
Q4 2021$2,682,00034,5410.05%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2022
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