CONSULTIVA WEALTH MANAGEMENT, CORP. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,300 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 1.0%.

Quarter-by-quarter ownership
CONSULTIVA WEALTH MANAGEMENT, CORP. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$18,494
-2.6%
1790.0%0.47%
-1.0%
Q2 2023$18,987
+85.5%
179
+84.5%
0.48%
+82.8%
Q1 2023$10,234
-2.5%
970.0%0.26%
-4.0%
Q4 2022$10,496
-99.9%
970.0%0.27%
+8.3%
Q3 2022$9,000,000
-10.0%
970.0%0.25%
-10.0%
Q2 2022$10,000,000970.28%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Cranberry Lake Advisors LLC 277,500$23,046,00046.74%
Sullivan, Bruyette, Speros & Blaney, LLC 2,090,082$173,581,00016.59%
Financial Sense Advisors, Inc. 259,050$21,514,00015.00%
HCR Wealth Advisors 421,563$35,175,00011.54%
RELIANCE TRUST CO 6,147$511,00011.22%
Opus Capital Group, LLC 500,315$41,551,00010.16%
Measured Wealth Private Client Group, LLC 136,703$11,353,0009.24%
Armor Investment Advisors, LLC 119,923$9,960,0008.95%
Bouchey Financial Group Ltd 344,147$28,581,0007.74%
INSPIRION WEALTH ADVISORS, LLC 194,920$16,188,0007.62%
View complete list of VANGUARD WHITEHALL FDS shareholders