ZRC WEALTH MANAGEMENT, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 6 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.3%.

Quarter-by-quarter ownership
ZRC WEALTH MANAGEMENT, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$109,725
-39.5%
1,855
-36.3%
0.10%
-37.9%
Q2 2023$181,375
-3.4%
2,913
-3.3%
0.15%
-11.0%
Q1 2023$187,7233,0130.17%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2023
NameSharesValueWeighting ↓
Versant Capital Management, Inc 315,289$25,412,00011.92%
CENTRAL BANK & TRUST CO 318,556$25,676,0005.52%
Leicht Financial Planning & Wealth Management, Inc. 62,764$5,059,0004.83%
Hurlow Wealth Management Group, Inc. 51,151$4,117,0004.38%
DOWLING & YAHNKE LLC 523,699$42,210,0003.49%
Wilshire Advisors LLC 38,975$3,141,0002.80%
MBM Wealth Consultants, LLC 40,662$3,277,0002.58%
AdvicePeriod, LLC 343,389$27,677,0002.56%
Kohmann Bosshard Financial Services, LLC 65,796$5,303,0002.08%
Sumitomo Mitsui DS Asset Management Company, Ltd 598,155$48,211,0001.80%
View complete list of VANGUARD WHITEHALL FDS shareholders