PDS Planning, Inc - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 360 filers reported holding VANGUARD WHITEHALL FDS in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.6%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$4,524,155
-6.2%
63,426
-1.2%
0.58%
-5.2%
Q2 2023$4,821,863
+1.9%
64,214
-0.0%
0.62%
-5.4%
Q1 2023$4,731,569
+6.5%
64,218
+0.7%
0.65%
-8.2%
Q4 2022$4,441,223
+14.1%
63,783
+1.6%
0.71%
+0.1%
Q3 2022$3,893,000
-7.5%
62,798
+2.4%
0.71%
-7.0%
Q2 2022$4,209,000
-10.2%
61,346
+3.5%
0.76%
-7.5%
Q1 2022$4,685,000
-6.5%
59,266
+1.0%
0.82%
-14.1%
Q4 2021$5,013,000
+6.2%
58,691
+8.4%
0.96%
-12.0%
Q3 2021$4,722,000
+5.9%
54,128
+6.2%
1.09%
+0.4%
Q2 2021$4,460,000
+11.6%
50,985
+5.7%
1.09%
-6.4%
Q1 2021$3,995,000
+4.0%
48,236
+2.2%
1.16%
-12.0%
Q4 2020$3,840,000
+18.6%
47,181
+4.9%
1.32%
-0.1%
Q3 2020$3,238,000
+3.0%
44,971
-4.0%
1.32%
-7.4%
Q2 2020$3,143,000
+68.7%
46,855
+46.7%
1.42%
+19.8%
Q1 2020$1,863,00031,9391.19%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2023
NameSharesValueWeighting ↓
ESL Trust Services, LLC 486,014$36,494,79211.46%
Aspen Wealth Strategies, LLC 147,917$11,107,1128.44%
VeraBank, N.A. 282,589$21,219,6088.17%
SWEENEY & MICHEL, LLC 196,742$14,800,8877.62%
Capital Advantage, Inc. 430,449$31,728,3716.62%
Navalign, LLC 180,880$13,582,2855.42%
Tanglewood Wealth Management, Inc. 486,651$36,542,6245.22%
American Financial Advisors, LLC 422,153$31,699,4704.96%
Sugarloaf Wealth Management, LLC 281,661$21,149,9594.95%
Insight Wealth Strategies, LLC 313,992$23,577,6694.51%
View complete list of VANGUARD WHITEHALL FDS shareholders