COLLECTIVE FAMILY OFFICE LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 305 filers reported holding VANGUARD WHITEHALL FDS in Q1 2022. The put-call ratio across all filers is 0.59 and the average weighting 0.4%.

Quarter-by-quarter ownership
COLLECTIVE FAMILY OFFICE LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$2,064,589
-4.5%
33,359
-2.5%
0.80%
-4.7%
Q2 2023$2,162,009
+25.0%
34,209
+22.6%
0.84%
+18.5%
Q1 2023$1,728,963
+6.3%
27,909
+2.2%
0.71%
-2.5%
Q4 2022$1,626,797
+36.1%
27,309
+18.9%
0.73%
+22.9%
Q3 2022$1,195,000
-22.0%
22,959
-11.8%
0.60%
-10.3%
Q2 2022$1,532,000
-29.4%
26,039
-18.8%
0.66%
-19.9%
Q1 2022$2,169,000
+54.6%
32,069
+53.5%
0.83%
+50.0%
Q4 2021$1,403,000
-24.3%
20,890
-25.6%
0.55%
-30.7%
Q3 2021$1,854,000
+30.5%
28,070
+34.3%
0.80%
+31.3%
Q2 2021$1,421,000
+215.8%
20,900
+204.2%
0.61%
+175.9%
Q1 2021$450,000
+43.8%
6,870
+33.3%
0.22%
+26.4%
Q4 2020$313,0005,1550.17%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 310,206$18,854,0009.89%
Beta Wealth Group, Inc. 125,280$7,615,0006.54%
American Investment Services, Inc. 300,000$18,234,0005.54%
Southern Farm Bureau Life Insurance 264,185$16,057,0003.48%
Ackerman Capital Advisors, LLC 223,032$13,556,0003.45%
Windsor Creek Advisors, LLC 89,549$5,443,0001.38%
FIRST HAWAIIAN BANK 427,237$25,968,0001.19%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 36,036$2,190,0000.79%
Human Investing LLC 45,554$2,769,0000.78%
BANK OF HAWAII 189,237$11,502,0000.74%
View complete list of VANGUARD WHITEHALL FDS shareholders