PACIFIC CAPITAL WEALTH ADVISORS, INC - 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
PACIFIC CAPITAL WEALTH ADVISORS, INC ownership history of VANGUARD WHITEHALL FDS
ValueSharesWeighting
Q3 2023$16,744,912
-11.7%
162,068
-9.4%
4.70%
-2.4%
Q2 2023$18,966,039
+2.3%
178,807
+1.7%
4.81%
+0.8%
Q1 2023$18,547,517
-8.8%
175,806
-6.5%
4.77%
-9.2%
Q4 2022$20,338,444
+17.4%
187,953
+3.0%
5.26%
+11.5%
Q3 2022$17,318,000
+5.6%
182,528
+13.2%
4.72%
+3.9%
Q2 2022$16,393,000
+29.3%
161,191
+42.7%
4.54%
+25.2%
Q1 2022$12,681,000
+51.1%
112,972
+50.9%
3.62%
+50.0%
Q4 2021$8,391,000
+34.9%
74,843
+24.3%
2.42%
+22.3%
Q3 2021$6,221,000
+14.0%
60,192
+15.5%
1.98%
-28.1%
Q2 2021$5,459,000
+4.4%
52,107
+0.8%
2.75%
-5.6%
Q1 2021$5,228,000
+14.1%
51,712
+3.3%
2.91%
+11.7%
Q4 2020$4,583,000
+2.3%
50,077
-9.6%
2.60%
-2.2%
Q3 2020$4,482,000
+6.4%
55,385
+3.6%
2.66%
-6.8%
Q2 2020$4,212,000
+11.8%
53,466
+0.4%
2.86%
+0.4%
Q1 2020$3,766,000
-20.1%
53,228
+5.8%
2.85%
-9.5%
Q4 2019$4,715,00050,3203.15%
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