Collaborative Wealth Managment Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,395 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.

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 Q1 2023
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 214,605$21,694,00016.09%
UNITED SERVICES AUTOMOBILE ASSOCIATION 8,478,748$856,453,00015.60%
ACT WEALTH MANAGEMENT, LLC 230,803$23,332,00015.06%
Ally Financial Inc. 1,550,000$156,688,00014.94%
Round Rock Advisors, LLC 176,516$17,844,00014.18%
Arlington Partners LLC 362,244$36,619,00013.40%
HCR Wealth Advisors 623,855$63,066,00012.47%
MARINO, STRAM & ASSOCIATES LLC 302,531$30,583,00011.95%
Coco Enterprises, LLC 120,050$12,177,00011.39%
Iron Horse Wealth Management, LLC 143,212$14,477,00010.84%
View complete list of VANGUARD WHITEHALL FDS shareholders