Financial Perspectives, Inc - VANGUARD WHITEHALL FDS ownership

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VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 335 filers reported holding VANGUARD WHITEHALL FDS in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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Quarter-by-quarter ownership
Financial Perspectives, Inc ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q2 2024$37,431
-1.5%
5950.0%0.01%0.0%
Q1 2024$37,991
+0.2%
5950.0%0.01%
-6.7%
Q4 2023$37,931
+7.8%
5950.0%0.02%
-6.2%
Q3 2023$35,200
-5.0%
5950.0%0.02%0.0%
Q2 2023$37,051
-0.1%
5950.0%0.02%
-11.1%
Q1 2023$37,074
+2.2%
5950.0%0.02%
-5.3%
Q4 2022$36,283
-72.6%
595
-74.2%
0.02%
-74.3%
Q3 2022$132,572
-66.4%
2,306
-64.2%
0.07%
-66.8%
Q2 2022$394,895
-12.3%
6,4420.0%0.22%
+6.2%
Q1 2022$450,038
-10.0%
6,4420.0%0.21%
-11.4%
Q4 2021$500,286
-0.8%
6,4420.0%0.24%
-6.7%
Q3 2021$504,409
-1.9%
6,4420.0%0.25%
+1.6%
Q2 2021$514,265
+7883.0%
6,442
-98.7%
0.25%
-21.9%
Q1 2021$6,442
-98.8%
499,255
+7650.0%
0.32%
+6.3%
Q4 2020$530,177
+4.3%
6,4420.0%0.30%
-9.9%
Q3 2020$508,274
+1.5%
6,4420.0%0.33%
-6.7%
Q2 2020$500,930–6,442–0.36%–
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Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2023
NameSharesValueWeighting ↓
HARVEST VOLATILITY MANAGEMENT LLC 8,923$561,34613.45%
Financial Alternatives, Inc 164,570$10,353,1137.78%
Versant Capital Management, Inc 430,742$27,097,9656.85%
North Ridge Wealth Advisors, Inc. 105,958$6,665,7885.06%
Pacific Life Fund Advisors LLC 735,997$46,301,5714.62%
BlueSky Wealth Advisors, LLC 348,789$21,942,3113.69%
Keudell/Morrison Wealth Management 193,855$12,195,4263.57%
Balanced Rock Investment Advisors LLC 61,533$3,871,0313.26%
Marotta Asset Management 245,981$15,349,1983.18%
Shore Point Advisors, LLC 87,934$5,531,9563.14%
View complete list of VANGUARD WHITEHALL FDS shareholders