Collaborative Wealth Managment Inc. - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VIGI and the CUSIP is 921946810. A total of 350 filers reported holding VANGUARD WHITEHALL FDS in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Collaborative Wealth Managment Inc. ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$240,871
-5.0%
3,3770.0%0.14%
-4.6%
Q2 2023$253,569
-7.6%
3,377
-9.3%
0.15%
-12.7%
Q1 2023$274,374
+0.7%
3,724
-4.8%
0.17%
-3.4%
Q4 2022$272,383
-10.7%
3,912
-20.6%
0.18%
-17.1%
Q3 2022$305,000
-17.1%
4,926
-8.1%
0.22%
-10.7%
Q2 2022$368,000
-19.7%
5,360
+0.0%
0.24%
-3.6%
Q4 2021$458,000
+8.0%
5,358
-0.0%
0.25%
+2.9%
Q1 2021$424,0005,3590.24%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Capital Advantage, Inc. 463,475$37,922,0009.09%
Tanglewood Wealth Management, Inc. 532,952$45,525,0007.55%
PERRITT CAPITAL MANAGEMENT INC 154,002$13,155,0006.81%
Select Asset Management & Trust 117,298$10,020,0006.63%
ESL Trust Services, LLC 268,160$22,906,0006.59%
American Financial Advisors, LLC 534,589$45,665,0005.81%
Edge Capital Group, LLC 946,683$80,866,0005.73%
Navalign, LLC 133,132$11,372,0004.54%
Insight Wealth Strategies, LLC 343,128$29,310,0004.18%
Ackerman Capital Advisors, LLC 206,020$17,598,0004.04%
View complete list of VANGUARD WHITEHALL FDS shareholders