Investments & Financial Planning, 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
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 Q4 2022
NameSharesValueWeighting ↓
Marotta Asset Management 375,217$29,180,626,0007.46%
CENTRAL BANK & TRUST CO 453,957$35,182,0006.00%
Versant Capital Management, Inc 209,304$16,221,0005.91%
BlueSky Wealth Advisors, LLC 276,279$21,553,0004.86%
Corrigan Financial, Inc. 175,574$13,606,9894.55%
Running Point Capital Advisors, LLC 105,424$8,170,0004.51%
Wilshire Advisors LLC 53,844$4,173,0003.94%
Hurlow Wealth Management Group, Inc. 66,557$5,158,0003.72%
DOWLING & YAHNKE LLC 626,279$48,537,0003.32%
Verde Capital Management 90,843$7,040,0003.10%
View complete list of VANGUARD WHITEHALL FDS shareholders