Collaborative Wealth Managment Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 405 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

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 2023
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 403,230$24,02012.19%
SWISS RE LTD 925,380$55,124,88710.09%
Southern Farm Bureau Life Insurance 1,081,423$121,8289.78%
GRAYHAWK INVESTMENT STRATEGIES INC. 194,590$11,473,1828.55%
REGIMEN WEALTH, LLC 204,929$12,140,0008.13%
AFS Financial Group, LLC 181,734$10,825,8667.70%
Aspen Wealth Strategies, LLC 145,425$8,662,9696.94%
Hamilton Wealth, LLC 238,485$14,206,5515.78%
AAF Wealth Management, LLC 130,791$7,791,8245.52%
Summit Financial Wealth Advisors, LLC 361,457$21,531,9945.20%
View complete list of VANGUARD WHITEHALL FDS shareholders