Collaborative Wealth Managment Inc. - 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
Collaborative Wealth Managment Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$430,813
-23.3%
6,961
-21.7%
0.26%
-23.1%
Q2 2023$561,548
-0.0%
8,885
-2.0%
0.33%
-5.6%
Q1 2023$561,723
-7.2%
9,067
-10.7%
0.35%
-11.1%
Q4 2022$605,193
+13.1%
10,159
-1.1%
0.40%
+5.0%
Q3 2022$535,000
-13.6%
10,276
-2.3%
0.38%
-6.7%
Q2 2022$619,000
-12.7%
10,521
-0.3%
0.41%
+4.6%
Q4 2021$709,000
-1.1%
10,556
-0.5%
0.39%
-6.1%
Q1 2021$717,00010,6080.41%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2022
NameSharesValueWeighting ↓
MCIA Inc 1,135,969$69,964,31226.24%
Quaker Wealth Management, LLC 326,651$20,216,4499.85%
State of Wisconsin - Board of Commissioners of Public Lands 648,058$40,108,3099.68%
Lumbard & Kellner, LLC 220,672$13,657,3919.06%
SWAN Capital LLC 177,824$11,005,5238.77%
Aspen Wealth Strategies, LLC 167,032$10,333,9598.06%
Barry Investment Advisors, LLC 334,574$20,706,8387.45%
AFS Financial Group, LLC 165,325$10,231,9876.99%
Summit Financial Wealth Advisors, LLC 387,575$23,874,6105.86%
Stewardship Advisors, LLC 239,618$14,829,9585.79%
View complete list of VANGUARD WHITEHALL FDS shareholders