UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VYMI and the CUSIP is 921946794. A total of 332 filers reported holding VANGUARD WHITEHALL FDS in Q2 2022. The put-call ratio across all filers is 1.23 and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$929,636
+2.2%
15,021
+4.4%
0.01%
+20.0%
Q2 2023$909,342
+1.0%
14,388
-1.0%
0.01%0.0%
Q1 2023$900,166
+200.0%
14,531
+188.5%
0.01%
+150.0%
Q4 2022$300,072
+14.5%
5,0370.0%0.00%0.0%
Q3 2022$262,000
-36.4%
5,037
-28.0%
0.00%0.0%
Q2 2022$412,000
-1.2%
6,996
+13.4%
0.00%0.0%
Q1 2022$417,000
+87.8%
6,172
+86.6%
0.00%
+100.0%
Q4 2021$222,000
+1.8%
3,308
+0.0%
0.00%0.0%
Q3 2021$218,000
+6.3%
3,307
+5.4%
0.00%0.0%
Q1 2021$205,000
-58.0%
3,137
-60.9%
0.00%
-66.7%
Q4 2020$488,000
+4.1%
8,022
-10.9%
0.00%0.0%
Q3 2020$469,000
+133.3%
9,001
+129.0%
0.00%
+200.0%
Q2 2020$201,000
-21.5%
3,931
-2.0%
0.00%
-50.0%
Q4 2019$256,000
-74.4%
4,013
-73.3%
0.00%
-75.0%
Q1 2018$1,000,000
+1.8%
15,053
+2.7%
0.01%0.0%
Q4 2017$982,00014,6530.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Northeast Financial Consultants Inc 129,570$8,063,0002.48%
Apriem Advisors 125,995$7,841,0001.76%
Capital Investment Advisors, LLC 299,003$18,607,0001.16%
LS Investment Advisors, LLC 205,415$12,783,0000.77%
FIRST HAWAIIAN BANK 96,777$6,023,0000.76%
SWS Partners 17,035$1,060,0000.74%
Janney Capital Management LLC 251,947$15,679,0000.69%
Wela Strategies, Inc. 13,003$809,0000.60%
Country Club Trust Company, n.a. 75,444$4,695,0000.58%
Institute for Wealth Management, LLC. 24,202$1,509,0000.48%
View complete list of VANGUARD WHITEHALL FDS shareholders