UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 1,055 filers reported holding VANGUARD WHITEHALL FDS in Q4 2020. The put-call ratio across all filers is 0.77 and the average weighting 0.7%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$13,704,820
-8.8%
132,644
-6.4%
0.09%
+9.8%
Q2 2023$15,025,295
+3.1%
141,655
+2.6%
0.08%
+1.2%
Q1 2023$14,572,793
+10.0%
138,131
+12.8%
0.08%
+9.5%
Q4 2022$13,252,850
+10.9%
122,473
-2.7%
0.07%
+4.2%
Q3 2022$11,945,000
-9.6%
125,897
-3.1%
0.07%
-2.7%
Q2 2022$13,211,000
+57.0%
129,901
+73.2%
0.07%
+78.0%
Q1 2022$8,417,000
+6.2%
74,984
+6.0%
0.04%
+10.8%
Q4 2021$7,927,000
+18.2%
70,711
+8.9%
0.04%
+8.8%
Q3 2021$6,709,000
-6.6%
64,916
-5.3%
0.03%
-5.6%
Q2 2021$7,181,000
+2.3%
68,537
-1.3%
0.04%
-7.7%
Q1 2021$7,020,000
+14.1%
69,439
+3.3%
0.04%
+5.4%
Q4 2020$6,150,000
+13.0%
67,201
-0.1%
0.04%
+2.8%
Q3 2020$5,443,000
+2.4%
67,253
-0.3%
0.04%
-7.7%
Q2 2020$5,313,000
+4.9%
67,443
-5.8%
0.04%
-7.1%
Q1 2020$5,065,000
-25.7%
71,592
-1.5%
0.04%
-4.5%
Q4 2019$6,813,000
+17.7%
72,703
+11.4%
0.04%
+10.0%
Q3 2019$5,789,000
+34.5%
65,242
+32.5%
0.04%
+42.9%
Q2 2019$4,303,000
+3.0%
49,250
+1.0%
0.03%
-3.4%
Q1 2019$4,176,000
+12.1%
48,751
+2.0%
0.03%
-3.3%
Q4 2018$3,726,000
-2.8%
47,781
+8.5%
0.03%
+11.1%
Q3 2018$3,834,000
+7.4%
44,019
+2.4%
0.03%0.0%
Q2 2018$3,571,000
-7.0%
43,004
-7.6%
0.03%
-6.9%
Q1 2018$3,840,000
-5.4%
46,553
-1.5%
0.03%
-9.4%
Q4 2017$4,058,000
-0.7%
47,249
-6.3%
0.03%
-8.6%
Q3 2017$4,087,000
+10.8%
50,416
+6.8%
0.04%
+6.1%
Q2 2017$3,688,000
-29.7%
47,185
-30.2%
0.03%
-32.7%
Q1 2017$5,249,000
-0.6%
67,597
-3.0%
0.05%
-3.9%
Q4 2016$5,282,000
-13.5%
69,714
-17.6%
0.05%
-13.6%
Q3 2016$6,103,000
+0.2%
84,597
-1.4%
0.06%
-4.8%
Q2 2016$6,091,000
+16.1%
85,782
+12.9%
0.06%
+6.9%
Q1 2016$5,248,000
+12.4%
76,009
+8.7%
0.06%
+7.4%
Q4 2015$4,667,000
+131.5%
69,916
+117.2%
0.05%
+125.0%
Q3 2015$2,016,000
+0.7%
32,184
+8.3%
0.02%
+4.3%
Q2 2015$2,001,000
+19.6%
29,728
+23.4%
0.02%
+15.0%
Q1 2015$1,673,000
+176.1%
24,086
+173.3%
0.02%
+300.0%
Q4 2014$606,0008,8120.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Kinsale Capital Group, Inc. 376,899$42,307,00035.47%
Coco Enterprises, LLC 367,256$41,500,00031.17%
Operose Advisors LLC 392,467$44,054,00030.44%
SWISS RE LTD 1,328,970$149,177,00026.23%
Benchmark Wealth Management, LLC 247,216$27,750,00018.66%
McAlister, Sweet & Associates, Inc. 137,840$15,473,00016.44%
CVS HEALTH Corp 215,000$24,134,00016.21%
Arlington Partners LLC 429,648$48,228,00013.64%
ACT WEALTH MANAGEMENT, LLC 211,933$23,789,00013.53%
MARINO, STRAM & ASSOCIATES LLC 380,341$42,693,00013.46%
View complete list of VANGUARD WHITEHALL FDS shareholders