Investments & Financial Planning, LLC - 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
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 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