UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VCR and the CUSIP is 92204A108. A total of 360 filers reported holding VANGUARD WORLD FDS in Q4 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$650,259
+14.0%
2,414
+19.9%
0.00%
+33.3%
Q2 2023$570,365
+2.9%
2,014
-8.2%
0.00%0.0%
Q1 2023$554,347
-3.8%
2,195
-16.6%
0.00%0.0%
Q4 2022$576,422
-16.5%
2,632
-10.4%
0.00%
-25.0%
Q3 2022$690,000
+14.2%
2,937
+10.6%
0.00%
+33.3%
Q2 2022$604,000
-22.3%
2,655
+4.3%
0.00%
-25.0%
Q1 2022$777,000
-8.7%
2,545
+1.9%
0.00%0.0%
Q4 2021$851,000
+10.1%
2,498
+0.1%
0.00%0.0%
Q3 2021$773,000
+6.3%
2,495
+7.7%
0.00%0.0%
Q2 2021$727,000
-79.4%
2,316
-80.6%
0.00%
-80.0%
Q1 2021$3,526,000
+487.7%
11,937
+447.3%
0.02%
+400.0%
Q4 2020$600,000
+16.5%
2,181
-0.7%
0.00%
+33.3%
Q3 2020$515,000
+69.4%
2,196
+44.3%
0.00%
+50.0%
Q2 2020$304,000
+34.5%
1,522
-2.1%
0.00%0.0%
Q1 2020$226,000
-22.6%
1,554
+0.9%
0.00%0.0%
Q4 2019$292,000
-14.9%
1,540
-19.1%
0.00%0.0%
Q3 2019$343,000
+59.5%
1,904
+58.8%
0.00%
+100.0%
Q2 2019$215,000
-3.2%
1,199
-7.1%
0.00%
-50.0%
Q1 2019$222,000
-7.1%
1,290
-18.7%
0.00%0.0%
Q4 2018$239,000
-19.0%
1,587
-2.8%
0.00%0.0%
Q3 2018$295,000
+10.1%
1,632
+3.2%
0.00%0.0%
Q2 2018$268,000
-7.3%
1,581
-13.2%
0.00%0.0%
Q1 2018$289,000
+1.4%
1,822
+0.5%
0.00%0.0%
Q4 2017$285,000
-10.4%
1,813
-18.2%
0.00%
-33.3%
Q3 2017$318,000
-16.3%
2,217
-17.2%
0.00%0.0%
Q2 2017$380,000
-4.3%
2,678
-6.5%
0.00%
-25.0%
Q1 2017$397,000
-19.5%
2,864
-25.2%
0.00%
-20.0%
Q4 2016$493,000
-9.5%
3,829
-11.6%
0.01%0.0%
Q3 2016$545,000
+160.8%
4,333
+152.8%
0.01%
+150.0%
Q2 2016$209,000
-2.8%
1,714
-1.2%
0.00%0.0%
Q1 2016$215,0001,7340.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2022
NameSharesValueWeighting ↓
Adaptive Financial Consulting, LLC 35,786$8,140,0005.04%
TRUST CO OF OKLAHOMA 36,718$8,351,877,0003.93%
ESG Planning DBA Harper Investing 15,599$3,548,0003.60%
MORGAN JESS S & CO INC 14,324$3,258,0003.38%
Joule Financial, LLC 16,899$3,844,0003.00%
Avitas Wealth Management LLC 60,280$13,711,0003.00%
Sanctuary Wealth Management, L.L.C. 10,164$2,312,0002.83%
Full Sail Capital, LLC 124,826$28,393,0002.74%
Clarity Wealth Advisors, LLC 20,087$4,569,0002.61%
Strengthening Families & Communities, LLC 14,157$4,305,0002.61%
View complete list of VANGUARD WORLD FDS shareholders