UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WHITEHALL FDS ownership

VANGUARD WHITEHALL FDS's ticker is VWOB and the CUSIP is 921946885. A total of 138 filers reported holding VANGUARD WHITEHALL FDS in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q1 2023$263,744
-84.0%
4,233
-80.0%
0.00%
-87.5%
Q4 2021$1,644,000
-34.6%
21,170
-34.0%
0.01%
-38.5%
Q3 2021$2,512,000
-26.1%
32,088
-24.6%
0.01%
-23.5%
Q2 2021$3,398,000
-36.3%
42,570
-38.2%
0.02%
-43.3%
Q1 2021$5,336,000
-25.3%
68,849
-20.7%
0.03%
-30.2%
Q4 2020$7,145,000
-0.4%
86,815
-4.5%
0.04%
-8.5%
Q3 2020$7,171,000
-7.7%
90,893
-9.0%
0.05%
-17.5%
Q2 2020$7,770,000
+4.2%
99,918
-5.7%
0.06%
-8.1%
Q1 2020$7,460,000
-20.2%
105,965
-7.7%
0.06%
+3.3%
Q4 2019$9,345,000
+3.7%
114,787
+2.7%
0.06%
-4.8%
Q3 2019$9,012,000
+3.7%
111,809
+3.5%
0.06%
+10.5%
Q2 2019$8,690,000
+9.7%
108,058
+6.7%
0.06%
+1.8%
Q1 2019$7,921,000
+29.8%
101,227
+23.6%
0.06%
+16.7%
Q4 2018$6,103,000
-18.3%
81,869
-16.9%
0.05%
-7.7%
Q3 2018$7,467,000
+5.0%
98,471
+4.2%
0.05%
-1.9%
Q2 2018$7,114,000
+8.5%
94,472
+13.0%
0.05%
+6.0%
Q1 2018$6,556,000
+85.4%
83,568
+80.4%
0.05%
+85.2%
Q4 2014$3,536,000
+91.8%
46,314
+97.8%
0.03%
-15.6%
Q3 2014$1,844,000
-28.0%
23,410
-26.2%
0.03%
-33.3%
Q2 2014$2,562,000
+314.6%
31,740
+301.5%
0.05%
+269.2%
Q1 2014$618,0007,9050.01%
Other shareholders
VANGUARD WHITEHALL FDS shareholders Q2 2019
NameSharesValueWeighting ↓
Versant Capital Management, Inc 315,289$25,412,00011.92%
CENTRAL BANK & TRUST CO 318,556$25,676,0005.52%
Leicht Financial Planning & Wealth Management, Inc. 62,764$5,059,0004.83%
Hurlow Wealth Management Group, Inc. 51,151$4,117,0004.38%
DOWLING & YAHNKE LLC 523,699$42,210,0003.49%
Wilshire Advisors LLC 38,975$3,141,0002.80%
MBM Wealth Consultants, LLC 40,662$3,277,0002.58%
AdvicePeriod, LLC 343,389$27,677,0002.56%
Kohmann Bosshard Financial Services, LLC 65,796$5,303,0002.08%
Sumitomo Mitsui DS Asset Management Company, Ltd 598,155$48,211,0001.80%
View complete list of VANGUARD WHITEHALL FDS shareholders