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 381,531$22,442,00011.33%
SWISS RE LTD 925,380$54,431,00010.89%
AAF Wealth Management, LLC 155,351$9,137,0006.88%
Drystone LLC 82,162$4,833,0006.69%
Ackerman Capital Advisors, LLC 412,212$24,246,0006.53%
Orgel Wealth Management, LLC 1,764,466$103,786,0005.87%
Capital Advantage, Inc. 402,218$23,658,0005.21%
American Investment Services, Inc. 297,201$17,481,0003.98%
Arlington Partners LLC 196,072$11,533,0003.83%
Strategic Point Investment Advisors, LLC 230,630$13,566,0003.77%
View complete list of VANGUARD WHITEHALL FDS shareholders