Upper Left Wealth Management, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 259 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Upper Left Wealth Management, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$465,649
-7.8%
7,871
-3.0%
0.48%
-13.9%
Q2 2023$505,197
-0.5%
8,113
-0.4%
0.56%
-2.6%
Q1 2023$507,702
+9.5%
8,148
+7.2%
0.58%
+5.3%
Q4 2022$463,631
+52.5%
7,603
+46.2%
0.55%
+38.7%
Q3 2022$304,000
-8.4%
5,199
-4.1%
0.40%
+2.9%
Q2 2022$332,000
-39.5%
5,422
-30.9%
0.38%
-32.5%
Q1 2022$549,000
-9.1%
7,848
+0.8%
0.57%
-5.6%
Q4 2021$604,0007,7840.60%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 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