Collaborative Wealth Managment Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,273 filers reported holding VANGUARD WHITEHALL FDS in Q4 2021. The put-call ratio across all filers is 0.49 and the average weighting 0.8%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$1,248,188
-21.9%
12,081
-19.9%
0.74%
-21.7%
Q2 2023$1,599,122
-4.1%
15,076
-4.6%
0.95%
-9.4%
Q1 2023$1,666,707
-13.7%
15,798
-11.5%
1.05%
-17.3%
Q4 2022$1,932,158
+10.2%
17,856
-3.4%
1.27%
+2.3%
Q3 2022$1,754,000
-10.0%
18,485
-3.6%
1.24%
-2.9%
Q2 2022$1,949,000
-9.6%
19,167
-0.3%
1.28%
+8.3%
Q4 2021$2,155,000
-0.7%
19,225
-0.5%
1.18%
-5.6%
Q1 2021$2,170,00019,3311.25%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 376,899$42,307,00035.47%
Coco Enterprises, LLC 367,256$41,500,00031.17%
Operose Advisors LLC 392,467$44,054,00030.44%
SWISS RE LTD 1,328,970$149,177,00026.23%
Benchmark Wealth Management, LLC 247,216$27,750,00018.66%
McAlister, Sweet & Associates, Inc. 137,840$15,473,00016.44%
CVS HEALTH Corp 215,000$24,134,00016.21%
Arlington Partners LLC 429,648$48,228,00013.64%
ACT WEALTH MANAGEMENT, LLC 211,933$23,789,00013.53%
MARINO, STRAM & ASSOCIATES LLC 380,341$42,693,00013.46%
View complete list of VANGUARD WHITEHALL FDS shareholders