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

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 298 filers reported holding VANGUARD WHITEHALL FDS in Q3 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.6%.

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 2023
NameSharesValueWeighting ↓
Versant Capital Management, Inc 229,859$17,998,0006.36%
CENTRAL BANK & TRUST CO 463,943$36,322,0005.97%
BlueSky Wealth Advisors, LLC 319,041$24,981,0004.89%
Corrigan Financial, Inc. 203,066$15,900,0774.86%
Wilshire Advisors LLC 22,290$1,745,0004.65%
Marotta Asset Management 226,360$17,723,988,0004.28%
Running Point Capital Advisors, LLC 120,863$9,464,0004.20%
Hurlow Wealth Management Group, Inc. 76,482$5,989,0003.56%
DOWLING & YAHNKE LLC 668,146$52,316,0002.90%
MBM Wealth Consultants, LLC 79,866$6,254,0002.86%
View complete list of VANGUARD WHITEHALL FDS shareholders