Western Union Co (WU) Ownership

16.58 ↓0.23 (-1.40%)
As of July 5, 2022, 11:58am EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Western Union Co (WU), owning a total of 60.7 million shares. Combined, the top 102 institutional holders of WU own 319.13% of the company with a total of 1.3 billion shares.

In the latest ownership report, the top 102 institutional holders have increased their combined ownership of WU by 26.2 million shares, a 2.01% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.425%17.193%60,702,3558,905,3682021-12-31
BlackRock Inc12.766%0.580%51,872,736298,8932021-06-30
BlackRock Inc12.602%5.530%51,573,8432,702,6932021-03-31
Vanguard Group Inc11.960%0.188%48,078,04390,0362021-09-30
Vanguard Group Inc11.810%0.014%47,988,0076,8722021-06-30
Vanguard Group Inc11.724%0.395%47,981,135188,8912021-03-31
Vanguard Group Inc10.610%-13.153%41,754,123-6,323,9202021-12-31
Vanguard Group Inc10.502%-2.902%40,542,276-1,211,8472022-03-31
Capital Research Global Investors5.755%0.047%22,216,69910,3742022-03-31
Capital Research Global Investors5.643%-1.446%22,206,325-325,8272021-12-31
Capital Research Global Investors5.605%6.966%22,532,1521,467,3202021-09-30
Capital Research Global Investors5.184%1.959%21,064,832404,8022021-06-30
State Street Corporation5.148%0.876%20,918,433181,7182021-06-30
State Street Corporation5.067%-7.068%20,736,715-1,577,0502021-03-31
Capital Research Global Investors5.048%-37.354%20,660,030-12,319,1172021-03-31
State Street Corporation5.031%-3.317%20,224,500-693,9332021-09-30
Independent Franchise Partners LLP4.972%0.257%20,202,69451,7292021-06-30
Independent Franchise Partners LLP4.924%1.509%20,150,965299,4892021-03-31
FMR Inc4.837%-0.122%19,797,008-24,0822021-03-31
FMR Inc4.820%-0.878%18,607,089-164,7872022-03-31
FMR Inc4.770%-1.842%18,771,876-352,2902021-12-31
FMR Inc4.757%1.672%19,124,166314,4642021-09-30
Independent Franchise Partners LLP4.705%-1.350%18,514,153-253,3982021-12-31
Independent Franchise Partners LLP4.669%-7.104%18,767,551-1,435,1432021-09-30
FMR Inc4.629%-4.987%18,809,702-987,3062021-06-30
Independent Franchise Partners LLP4.575%-4.601%17,662,413-851,7402022-03-31
State Street Corporation4.367%10.432%16,856,4811,592,3312022-03-31
State Street Corporation3.879%-24.526%15,264,150-4,960,3502021-12-31
Bank of New York Mellon Corp3.146%24.933%12,378,8192,470,4192021-12-31
Goldman Sachs Group Inc2.972%131.646%12,161,4406,911,4352021-03-31
Goldman Sachs Group Inc2.874%46.469%11,094,8463,519,9612022-03-31
Goldman Sachs Group Inc2.849%-4.796%11,578,159-583,2812021-06-30
Van Eck Associates Corporation2.691%9.475%10,386,720898,9922022-03-31
Bank of New York Mellon Corp2.522%-21.359%9,734,792-2,644,0272022-03-31
Van Eck Associates Corporation2.411%16.508%9,487,7281,344,3072021-12-31
Mellon Investments Corporation2.376%15.318%9,348,8061,241,8212021-12-31
Amvescap Plc.2.284%19.836%9,182,7891,520,0132021-09-30
Goldman Sachs Group Inc2.274%-21.038%9,142,386-2,435,7732021-09-30
Clarkston Capital Partners, LLC2.260%-0.463%8,895,251-41,4102021-12-31
Clarkston Capital Partners, LLC2.259%0.090%9,178,6368,2902021-06-30
Bank of New York Mellon Corp2.243%-6.999%9,178,909-690,7782021-03-31
Clarkston Capital Partners, LLC2.241%1.918%9,170,346172,5762021-03-31
Bank of New York Mellon Corp2.237%-0.990%9,088,070-90,8392021-06-30
Clarkston Capital Partners, LLC2.223%-2.636%8,936,661-241,9752021-09-30
Geode Capital Management, LLC2.120%4.034%8,524,192330,4992021-09-30
LSV Asset Management2.080%5.456%8,028,118415,3772022-03-31
Van Eck Associates Corporation2.026%139.037%8,143,4214,736,6612021-09-30
Geode Capital Management, LLC2.016%18.017%8,193,6931,250,8672021-06-30
LSV Asset Management1.942%-15.184%7,945,433-1,422,4192021-03-31
LSV Asset Management1.935%-0.820%7,612,741-62,9002021-12-31
Goldman Sachs Group Inc1.925%-17.145%7,574,885-1,567,5012021-12-31
LSV Asset Management1.909%-0.072%7,675,641-5,4922021-09-30
LSV Asset Management1.890%-3.326%7,681,133-264,3002021-06-30
Amvescap Plc.1.886%7.176%7,662,776513,0542021-06-30
Schroder Investment Management Group1.815%121.195%7,143,7093,914,1042021-12-31
Schroder Investment Management Group1.812%-2.070%6,995,822-147,8872022-03-31
Mellon Investments Corporation1.793%63.052%7,283,8362,816,6452021-06-30
Charles Schwab Investment Management Inc1.789%6.894%6,905,500445,3852022-03-31
Charles Schwab Investment Management Inc1.765%4.137%7,097,064281,9672021-09-30
Geode Capital Management, LLC1.752%7.933%6,762,181496,9982022-03-31
Amvescap Plc.1.747%6.336%7,149,722426,0042021-03-31
Geode Capital Management, LLC1.697%1.963%6,942,826133,6862020-12-31
Jupiter Asset Management Limited1.681%4.152%6,490,235258,7512022-03-31
Charles Schwab Investment Management Inc1.677%3.000%6,815,097198,5152021-06-30
Northern Trust Corp1.648%11.176%6,359,798639,2972022-03-31
Charles Schwab Investment Management Inc1.642%-8.975%6,460,115-636,9492021-12-31
Charles Schwab Investment Management Inc1.617%137.793%6,616,5823,834,0822021-03-31
Geode Capital Management, LLC1.592%-26.501%6,265,183-2,259,0092021-12-31
Jupiter Asset Management Limited1.584%3.597%6,231,484216,3812021-12-31
Northern Trust Corp1.515%8.344%6,090,118469,0392021-09-30
Jupiter Asset Management Limited1.496%10.260%6,015,103559,7222021-09-30
Discerene Group LP1.472%0.000%5,681,33602022-03-31
Northern Trust Corp1.454%-6.069%5,720,501-369,6172021-12-31
Discerene Group LP1.444%138.568%5,681,3363,299,8992021-12-31
Federated Hermes Inc1.399%0.169%5,399,1129,1122022-03-31
Northern Trust Corp1.385%-8.079%5,668,625-498,2282021-03-31
Northern Trust Corp1.383%-0.839%5,621,079-47,5462021-06-30
Federated Hermes Inc1.370%11.611%5,390,000560,7342021-12-31
Jupiter Asset Management Limited1.343%2.256%5,455,381120,3812021-06-30
Amundi Asset Management US, Inc.1.307%-0.094%5,349,963-5,0432021-03-31
Jupiter Asset Management Limited1.304%18.665%5,335,000839,1672021-03-31
Two Sigma Advisers, LLC1.204%63.174%4,893,9001,894,7002021-06-30
Federated Hermes Inc1.201%22.875%4,829,266899,0282021-09-30
Two Sigma Advisers, LLC1.164%209.629%4,492,1003,041,3002022-03-31
Two Sigma Investments LLC1.147%190.045%4,427,7022,901,1462022-03-31
D. E. Shaw & Co LP1.112%6.111%4,518,580260,2372021-06-30
Apg All Pensions Group1.094%0.029%4,446,4241,3002021-06-30
Mellon Investments Corporation1.092%-7.475%4,467,191-360,9092021-03-31
Apg All Pensions Group1.086%1.616%4,445,12470,7082021-03-31
APG Asset Management1.086%1.616%4,445,12470,7082021-03-31
Two Sigma Investments LLC1.082%67.240%4,398,2821,768,3532021-06-30
Robeco Institutional Asset Mgmt BV1.051%-12.715%4,299,740-626,3422021-03-31
D. E. Shaw & Co LP1.048%15.241%4,258,343563,1792021-03-31
Barclays PLC1.006%66.801%3,958,0001,585,1092021-12-31
Federated Hermes Inc0.978%25.936%3,930,238809,4192021-06-30
Apg All Pensions Group0.934%-15.550%3,754,994-691,4302021-09-30
Schroder Investment Management Group0.872%-11.597%3,505,556-459,8662021-06-30
Morgan Stanley - Brokerage Accounts0.869%26.754%3,417,661721,3632021-12-31
Robeco Institutional Asset Mgmt BV0.852%-20.363%3,424,173-875,5672021-09-30
D. E. Shaw & Co LP0.847%-24.683%3,403,280-1,115,3002021-09-30
California Public Employees Retrmnt Sys0.794%0.563%3,193,64617,8672021-09-30
Legal & General Group PLC0.761%-4.348%3,057,575-138,9962021-09-30

Mutual Fund Ownership

iShares Ultra Short-Term Bond ETF is the biggest individual fund holder of Western Union Co (WU), owning a total of 40 million shares. Combined, the top 215 mutual fund holders of WU own 398.10% of the company with a total of 1.6 billion shares.

In the latest ownership report, the top 215 mutual funds have increased their combined ownership of WU by 102.2 million shares, a 6.05% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Ultra Short-Term Bond ETF9.844%166.667%40,000,00025,000,0002021-07-30
iShares Ultra Short-Term Bond ETF9.844%100.000%40,000,00020,000,0002021-09-29
iShares Ultra Short-Term Bond ETF4.726%0.000%19,000,00019,000,0002021-10-29
Capital Group American Mutual Comp4.141%0.000%15,985,43802022-03-31
American Funds American Mutual A4.112%0.000%15,985,43802022-03-31
American Funds American Mutual A3.976%-0.034%15,985,438-5,3632021-12-31
Capital Group American Mutual Comp3.976%-0.034%15,985,438-5,3632021-12-31
American Funds American Mutual A3.935%9.989%15,990,8011,452,2002021-09-30
Capital Group American Mutual Comp3.935%9.989%15,990,8011,452,2002021-09-30
Capital Group American Mutual Comp3.578%2.785%14,538,601393,9032021-06-30
American Funds American Mutual A3.553%2.785%14,538,601393,9032021-06-30
Capital Group American Mutual Comp3.456%22.379%14,144,6982,586,5812021-03-31
Vanguard Total Stock Mkt Idx Inv2.997%2.379%11,792,541274,0682022-02-28
Vanguard Total Stock Mkt Idx Inv2.981%1.119%11,505,913127,3542022-05-31
Vanguard Total Stock Mkt Idx Inv2.948%0.376%11,378,55942,5892022-04-30
iShares Core S&P Mid-Cap ETF2.927%0.081%11,299,0439,1562022-05-31
Vanguard Total Stock Mkt Idx Inv2.925%0.832%11,518,47395,0042022-01-31
iShares Core S&P Mid-Cap ETF2.917%0.882%11,260,13098,4272022-04-28
Vanguard Total Stock Mkt Idx Inv2.916%-3.872%11,335,970-456,5712022-03-31
iShares Core S&P Mid-Cap ETF2.913%-0.122%11,246,396-13,7342022-04-29
iShares Core S&P Mid-Cap ETF2.876%0.000%11,100,35402022-06-29
iShares Core S&P Mid-Cap ETF2.875%0.041%11,176,5884,5442022-03-31
Vanguard Total Stock Mkt Idx Inv2.853%0.199%11,470,88622,8052021-11-30
Vanguard Total Stock Mkt Idx Inv2.852%0.143%11,587,14316,5512021-07-31
iShares Core S&P Mid-Cap ETF2.850%0.041%11,213,5634,5922022-02-28
Vanguard Total Stock Mkt Idx Inv2.848%-0.109%11,574,493-12,6502021-08-31
Vanguard Total Stock Mkt Idx Inv2.848%0.072%11,448,0818,2112021-10-31
Vanguard Total Stock Mkt Idx Inv2.842%-0.413%11,423,469-47,4172021-12-31
iShares Core S&P Mid-Cap ETF2.839%-0.304%11,172,044-34,0802022-03-30
Vanguard Total Stock Mkt Idx Inv2.827%-0.859%11,570,592-100,1962021-06-30
Vanguard Total Stock Mkt Idx Inv2.815%-1.163%11,439,870-134,6232021-09-30
iShares Core S&P Mid-Cap ETF2.776%-0.408%11,158,444-45,6632022-01-31
iShares Core S&P Mid-Cap ETF2.773%0.041%11,148,6914,6182021-12-31
iShares Core S&P Mid-Cap ETF2.772%0.468%11,144,07351,9342021-12-29
VanEck Morningstar Wide Moat ETF2.659%0.000%10,264,10802022-05-31
VanEck Morningstar Wide Moat ETF2.640%-0.051%10,192,768-5,1992022-04-29
VanEck Morningstar Wide Moat ETF2.598%0.102%10,030,36210,2482022-06-29
iShares Select Dividend ETF2.593%0.055%10,009,6255,5142022-06-29
VanEck Morningstar Wide Moat2.593%10.036%10,078,382919,1752022-03-31
VanEck Morningstar Wide Moat ETF2.593%0.103%10,078,38210,3982022-03-31
iShares Select Dividend ETF2.582%0.306%9,965,51330,4152022-05-31
Vanguard Small Cap Index2.561%0.127%9,886,09512,5082022-05-31
VanEck Morningstar Wide Moat ETF2.558%0.155%10,067,98415,5972022-03-30
Vanguard Small Cap Index2.558%0.052%9,873,5875,1032022-04-30
Vanguard Small Cap Index2.539%95.557%9,868,4844,822,1332022-03-31
iShares Select Dividend ETF2.506%0.200%9,674,40419,3062022-04-29
iShares Select Dividend ETF2.501%0.057%9,655,0985,5162022-04-28
iShares Select Dividend ETF2.412%0.145%9,374,84513,5902022-03-31
iShares Select Dividend ETF2.379%0.404%9,361,25537,7082022-03-30
VanEck Morningstar Wide Moat ETF2.339%-0.159%9,203,002-14,6162022-02-28
Fidelity® Series Intrinsic Opps2.331%0.000%9,000,00002022-02-28
Fidelity® Series Intrinsic Opps2.331%0.000%9,000,00002022-03-31
Fidelity® Series Intrinsic Opps2.331%0.000%9,000,00002022-04-30
Fidelity® Series Intrinsic Opps2.321%-2.564%9,500,000-250,0002021-01-31
Vanguard Mid Cap Index Institutional2.301%0.526%9,248,49448,4162021-11-30
Vanguard Mid Cap Index Institutional2.289%0.302%9,200,07827,7292021-10-31
Fidelity® Series Intrinsic Opps2.287%0.000%9,000,00002021-12-31
Fidelity® Series Intrinsic Opps2.287%0.000%9,000,00002022-01-31
VanEck Morningstar Wide Moat ETF2.282%-0.106%9,173,813-9,7382022-01-31
Vanguard Mid Cap Index Institutional2.280%0.912%9,265,18683,7152021-08-31
VanEck Morningstar Wide Moat ETF2.278%0.106%9,159,2079,7362021-12-30
VanEck Morningstar Wide Moat2.278%21.886%9,159,2071,644,6302021-12-31
VanEck Morningstar Wide Moat ETF2.278%0.000%9,159,20702021-12-31
Vanguard Mid Cap Index Institutional2.260%0.753%9,181,47168,6112021-07-31
Vanguard Mid Cap Index Institutional2.257%-1.002%9,172,349-92,8372021-09-30
Fidelity® Series Intrinsic Opps2.239%0.000%9,000,00002021-08-31
Fidelity® Series Intrinsic Opps2.239%0.000%9,000,00002021-09-30
Fidelity® Series Intrinsic Opps2.239%0.000%9,000,00002021-10-31
Fidelity® Series Intrinsic Opps2.239%0.000%9,000,00002021-11-30
Vanguard Mid Cap Index Institutional2.227%-1.717%9,112,860-159,1662021-06-30
iShares Select Dividend ETF2.226%0.000%8,758,91802022-02-28
Fidelity® Series Intrinsic Opps2.215%-5.263%9,000,000-500,0002021-05-31
Fidelity® Series Intrinsic Opps2.215%0.000%9,000,00002021-06-30
Fidelity® Series Intrinsic Opps2.215%0.000%9,000,00002021-07-31
iShares Select Dividend ETF2.146%-0.304%8,627,001-26,3102022-01-31
Vanguard 500 Index Investor2.145%0.495%8,623,47742,4902021-11-30
Vanguard 500 Index Investor2.135%0.553%8,580,98747,1572021-10-31
iShares Select Dividend ETF2.115%0.000%8,502,49402021-12-31
iShares Select Dividend ETF2.112%0.000%8,490,90702021-12-29
Vanguard 500 Index Investor2.107%0.500%8,561,52242,6242021-08-31
Vanguard 500 Index Investor2.100%-0.323%8,533,830-27,6922021-09-30
Vanguard 500 Index Investor2.097%0.715%8,518,89860,4852021-07-31
iShares Select Dividend ETF2.073%0.095%8,334,6707,8842021-11-30
Vanguard 500 Index Investor2.067%-0.426%8,458,413-36,1682021-06-30
iShares Select Dividend ETF2.045%0.032%8,221,7892,6252021-10-29
iShares Select Dividend ETF2.042%0.032%8,354,7892,6312021-06-30
iShares Select Dividend ETF2.000%0.000%8,127,86602021-08-31
iShares Select Dividend ETF1.998%0.000%8,120,64602021-09-30
iShares Select Dividend ETF1.983%0.000%8,057,93902021-07-30
VanEck Morningstar Wide Moat ETF1.943%0.000%7,811,30902021-11-30
VanEck Morningstar Wide Moat ETF1.913%0.000%7,690,07102021-10-29
Fidelity® Low-Priced Stock1.899%-0.171%7,772,497-13,3192021-01-31
VanEck Morningstar Wide Moat1.849%143.960%7,514,5774,434,3262021-09-30
VanEck Morningstar Wide Moat ETF1.849%0.056%7,514,5774,1772021-09-30
Fidelity® Low-Priced Stock1.832%-4.122%7,442,621-320,0002021-05-31
Fidelity® Low-Priced Stock1.819%-0.198%7,022,853-13,9072022-02-28
Fidelity® Low-Priced Stock1.817%-0.150%7,012,332-10,5212022-03-31
Fidelity® Low-Priced Stock1.808%-0.485%6,978,350-33,9822022-04-30
Fidelity® Low-Priced Stock1.794%-0.450%7,058,938-31,8912021-12-31
Fidelity® Low-Priced Stock1.788%-0.314%7,036,760-22,1782022-01-31
Fidelity® Low-Priced Stock1.764%0.157%7,090,82911,0982021-10-31
Fidelity® Low-Priced Stock1.764%0.000%7,090,82902021-11-30
Fidelity® Low-Priced Stock1.763%0.717%7,086,83050,4422021-08-31
Fidelity® Low-Priced Stock1.761%-0.100%7,079,731-7,0992021-09-30
Fidelity® Low-Priced Stock1.732%-5.458%7,036,388-406,2332021-06-30
Fidelity® Low-Priced Stock1.732%0.000%7,036,38802021-07-31
Vanguard Small Cap Value Index Inv1.668%-0.547%6,438,366-35,3892022-04-30
Vanguard Small Cap Value Index Inv1.665%98.234%6,473,7553,208,0422022-03-31
Vanguard Small Cap Value Index Inv1.649%-1.117%6,366,427-71,9392022-05-31
Clarkston Capital SMID Composite1.585%1.986%6,487,835126,3502021-03-31
American Funds Capital Income Bldr A1.546%0.000%6,010,70002022-03-31
Clarkston Capital SMID Composite1.526%-4.449%6,199,210-288,6252021-06-30
Clarkston Capital SMID Composite1.504%-1.444%6,109,700-89,5102021-09-30
Clarkston Capital SMID Composite1.495%-1.605%6,011,650-98,0502021-12-31
American Funds Capital Income Bldr A1.495%73.484%6,010,7002,546,0002021-12-31
iShares MSCI USA Min Vol Factor ETF1.474%-0.160%5,924,264-9,4622021-10-29
iShares MSCI USA Min Vol Factor ETF1.451%0.000%5,894,30102021-07-30
JNL/Goldman Sachs 4 A1.447%54.813%5,696,7752,016,9922021-12-31
iShares MSCI USA Min Vol Factor ETF1.443%-0.133%5,903,763-7,8852021-06-30
iShares MSCI USA Min Vol Factor ETF1.438%-0.054%5,842,260-3,1542021-08-31
iShares MSCI USA Min Vol Factor ETF1.428%0.305%5,513,12116,7712022-05-31
iShares MSCI USA Min Vol Factor ETF1.428%-0.134%5,512,630-7,4002022-04-28
iShares MSCI USA Min Vol Factor ETF1.426%-0.134%5,505,230-7,4002022-04-29
iShares MSCI USA Min Vol Factor ETF1.422%0.518%5,489,63128,2722022-06-29
iShares MSCI USA Min Vol Factor ETF1.421%-0.164%5,776,026-9,4622021-09-30
iShares MSCI USA Min Vol Factor ETF1.383%-0.027%5,560,460-1,4752021-12-31
iShares MSCI USA Min Vol Factor ETF1.382%0.000%5,557,51002021-12-29
iShares MSCI USA Min Vol Factor ETF1.379%-11.102%5,542,754-692,1792021-11-30
iShares MSCI USA Min Vol Factor ETF1.375%0.277%5,345,78714,7602022-03-31
iShares MSCI USA Min Vol Factor ETF1.375%-0.109%5,411,236-5,9202022-02-28
iShares MSCI USA Min Vol Factor ETF1.368%-0.348%5,498,510-19,1752022-01-31
Vanguard Extended Market Index Investor1.357%0.238%5,237,70712,4432022-05-31
iShares MSCI USA Min Vol Factor ETF1.355%-0.083%5,331,027-4,4282022-03-30
Vanguard Extended Market Index Investor1.354%-0.071%5,225,264-3,7142022-04-30
Vanguard Extended Market Index Investor1.350%0.581%5,313,39230,7142022-02-28
Vanguard Extended Market Index Investor1.345%-1.589%5,228,978-84,4142022-03-31
Vanguard Extended Market Index Investor1.342%-0.185%5,282,678-9,7772022-01-31
Vanguard Extended Market Index Investor1.317%0.000%5,292,4555,292,4552021-12-31
Vanguard Small Cap Index1.285%-0.257%5,059,176-13,0252022-01-31
Vanguard Small Cap Index1.282%-0.254%5,046,351-12,8252022-02-28
Vanguard Small Cap Index1.262%0.000%5,072,2015,072,2012021-12-31
Schwab US Dividend Equity ETF™1.243%0.139%4,797,4596,6692022-05-31
Schwab US Dividend Equity ETF™1.240%0.509%4,786,90824,2322022-06-29
Schwab US Dividend Equity ETF™1.202%0.344%4,641,50715,9022022-04-29
Schwab US Dividend Equity ETF™1.200%0.204%4,721,2149,5942022-02-28
Vanguard Mid Cap Index Institutional1.170%1.238%4,602,96356,2742022-02-28
Vanguard Mid Cap Index Institutional1.155%0.158%4,546,6897,1822022-01-31
Schwab US Dividend Equity ETF™1.152%0.362%4,478,66116,1422022-03-31
Schwab US Dividend Equity ETF™1.134%0.310%4,462,51913,7972022-03-30
Vanguard Mid Cap Index Institutional1.129%-50.916%4,539,507-4,708,9872021-12-31
SPDR® S&P 500 ETF Trust1.084%0.507%4,359,21821,9882021-10-31
Schwab US Dividend Equity ETF™1.083%0.037%4,355,2721,5962022-01-31
Federated Hermes Strategic Val Dividend1.081%0.000%4,174,41402022-03-31
SPDR® S&P 500 ETF Trust1.079%0.265%4,337,23011,4722021-10-29
SPDR® S&P 500 ETF Trust1.079%0.735%4,337,04831,6542021-11-30
Federated Hermes Strategic Value Div IS1.074%0.000%4,174,41402022-03-31
SPDR® S&P 500 ETF Trust1.057%-0.366%4,296,600-15,7742021-09-30
SPDR® S&P 500 ETF Trust1.051%0.545%4,270,23723,1362021-08-31
SPDR® S&P 500 ETF Trust1.042%0.463%4,235,53319,5212021-07-31
SPDR® S&P 500 ETF Trust1.040%1.111%4,256,59346,7542021-06-30
Federated Hermes Strategic Val Dividend1.038%10.837%4,174,414408,1502021-12-31
Federated Hermes Strategic Value Div IS1.038%10.837%4,174,414408,1502021-12-31
Schwab US Dividend Equity ETF™1.033%0.204%4,150,7118,4322021-11-30
Schwab US Dividend Equity ETF™1.023%0.155%4,112,7006,3722021-12-31
Schwab US Dividend Equity ETF™1.022%0.117%4,106,3284,7792021-12-30
Schwab US Dividend Equity ETF™1.009%0.104%4,054,2704,2162021-10-29
JNL/Goldman Sachs 4 A1.001%-32.200%3,862,437-1,834,3382022-03-31
Fidelity® 500 Index0.986%0.697%3,965,09527,4442021-11-30
Fidelity® 500 Index0.980%1.288%3,937,65150,0692021-10-31
Fidelity® 500 Index0.967%-0.133%3,887,582-5,1642021-09-30
Schwab US Dividend Equity ETF™0.966%0.202%3,924,6567,9242021-09-30
Fidelity® 500 Index0.958%0.386%3,892,74614,9512021-08-31
Fidelity® 500 Index0.954%0.501%3,877,79519,3482021-07-31
Fidelity® 500 Index0.950%0.587%3,858,44722,5222021-06-30
Fidelity® 500 Index0.937%1.071%3,835,92540,6592021-05-31
Federated Hermes Strategic Val Dividend0.937%39.178%3,766,2641,060,1802021-09-30
Federated Hermes Strategic Value Div IS0.927%39.178%3,766,2641,060,1802021-09-30
JNL/Goldman Sachs 4 A0.915%11.696%3,679,783385,3242021-09-30
Schwab US Dividend Equity ETF™0.907%0.042%3,684,1721,5362021-08-31
SPDR® S&P MIDCAP 400 ETF Trust0.892%0.000%3,586,1853,586,1852021-12-31
SPDR® S&P MIDCAP 400 ETF Trust0.888%1.046%3,426,55035,4642022-04-30
SPDR® S&P MIDCAP 400 ETF Trust0.886%-0.153%3,421,296-5,2542022-05-31
Schwab US Dividend Equity ETF™0.883%-0.043%3,588,061-1,5332021-07-30
SPDR® S&P MIDCAP 400 ETF Trust0.876%-3.791%3,450,221-135,9642022-01-31
SPDR® S&P MIDCAP 400 ETF Trust0.872%-0.926%3,391,086-31,6942022-03-31
SPDR® S&P MIDCAP 400 ETF Trust0.870%-0.795%3,422,780-27,4412022-02-28
Schwab US Dividend Equity ETF™0.858%0.411%3,511,41314,3562021-06-30
American Funds Capital Income Bldr A0.853%0.000%3,464,70002021-09-30
American Funds Capital Income Bldr A0.847%0.000%3,464,70002021-06-30
Vanguard Mid-Cap Value ETF0.841%0.793%3,381,20426,5942021-11-30
Vanguard Mid-Cap Value ETF0.835%0.697%3,354,61023,2292021-10-31
Vanguard Mid-Cap Value ETF0.830%1.207%3,374,41240,2362021-08-31
iShares Core S&P 500 ETF0.822%0.089%3,338,0502,9762021-08-31
Vanguard Mid-Cap Value ETF0.821%0.287%3,334,1769,5552021-07-31
Vanguard Mid-Cap Value ETF0.820%-1.275%3,331,381-43,0312021-09-30
iShares Core S&P 500 ETF0.817%-0.022%3,319,202-7442021-07-30
Vanguard Mid-Cap Value ETF0.812%0.770%3,324,62125,4162021-06-30
JNL/Goldman Sachs 4 A0.811%0.000%3,294,4593,294,4592021-06-30
iShares Core S&P 500 ETF0.806%-0.255%3,298,618-8,4322021-06-30
VanEck Morningstar Wide Moat ETF0.801%0.000%3,252,66502021-08-31
Vanguard Institutional Index I0.789%-0.772%3,228,112-25,1002021-06-30
Vanguard Institutional Index I0.787%-0.883%3,199,610-28,5022021-07-31
Vanguard Institutional Index I0.780%-0.922%3,170,110-29,5002021-08-31
iShares Core S&P 500 ETF0.777%-0.075%3,157,575-2,3702021-09-30
VanEck Vectors Morningstar Wide Moat ETF0.774%0.175%3,146,0235,4812021-07-30
Vanguard Value Index Inv0.765%0.447%3,110,29913,8552021-08-31
Vanguard Value Index Inv0.762%0.373%3,096,44411,5102021-07-31
Vanguard Value Index Inv0.754%0.027%3,084,9348402021-06-30
VanEck Morningstar Wide Moat0.753%22.498%3,080,251565,7152021-06-30
VanEck Vectors Morningstar Wide Moat ETF0.753%0.059%3,080,2511,8272021-06-30
iShares S&P Mid-Cap 400 Value ETF0.713%0.065%2,769,5061,8042022-03-31
iShares S&P Mid-Cap 400 Value ETF0.705%0.267%2,723,1337,2522022-05-31
iShares S&P Mid-Cap 400 Value ETF0.700%0.000%2,702,27002022-04-28
iShares S&P Mid-Cap 400 Value ETF0.700%0.000%2,702,27002022-04-29
iShares S&P Mid-Cap 400 Value ETF0.694%0.199%2,679,8645,3342022-06-29

Discussions

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BretJohns

$WU almost time for the running

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leahmccourt

$WU now is the time to slap that ask!!!

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kairaae

$WU lets go <3

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