Investments & Financial Planning, LLC - 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
Investments & Financial Planning, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$510,476
-10.3%
8,629
-5.5%
0.46%
-7.7%
Q2 2023$568,916
-0.1%
9,136
+0.0%
0.49%
-5.6%
Q1 2023$569,205
+3.2%
9,135
+1.0%
0.52%
-3.5%
Q4 2022$551,807
-8.0%
9,049
-7.5%
0.54%
-12.5%
Q2 2022$600,000
-8.0%
9,783
+4.9%
0.62%
+8.4%
Q1 2022$652,000
-5.4%
9,328
-0.6%
0.57%
-7.9%
Q4 2021$689,0009,3870.62%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q3 2022
NameSharesValueWeighting ↓
HARVEST VOLATILITY MANAGEMENT LLC 8,923$527,88517.51%
Financial Alternatives, Inc 151,272$8,949,2458.29%
Asset Management Resources, LLC 195,844$11,586,1497.20%
Versant Capital Management, Inc 348,856$20,638,3116.56%
Wavelength Capital Management, LLC 80,915$4,786,9315.57%
North Ridge Wealth Advisors, Inc. 95,887$5,672,6835.53%
Shore Point Advisors, LLC 94,208$5,573,3204.03%
BlueSky Wealth Advisors, LLC 322,749$19,093,8343.90%
Pacific Life Fund Advisors LLC 618,160$36,570,3463.87%
Keudell/Morrison Wealth Management 196,625$11,632,3353.55%
View complete list of VANGUARD WHITEHALL FDS shareholders