UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 698 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.88 and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$262,450
-73.3%
1,116
-72.2%
0.00%
-60.0%
Q2 2023$983,525
-15.3%
4,017
-17.5%
0.01%
-16.7%
Q1 2023$1,161,076
-60.0%
4,869
-58.4%
0.01%
-62.5%
Q4 2022$2,904,203
+37.2%
11,708
+23.7%
0.02%
+23.1%
Q3 2022$2,117,000
-3.3%
9,464
+1.8%
0.01%
+8.3%
Q2 2022$2,190,000
-9.3%
9,299
-2.0%
0.01%0.0%
Q1 2022$2,414,000
-11.3%
9,491
-7.1%
0.01%
-7.7%
Q4 2021$2,723,000
+26.5%
10,220
+17.4%
0.01%
+18.2%
Q3 2021$2,152,000
+2.3%
8,707
+2.3%
0.01%0.0%
Q2 2021$2,103,000
+3.7%
8,509
-4.0%
0.01%0.0%
Q1 2021$2,028,000
+5.0%
8,866
+2.7%
0.01%
-8.3%
Q4 2020$1,931,000
+0.8%
8,633
-8.0%
0.01%0.0%
Q3 2020$1,915,000
+4.8%
9,385
-1.0%
0.01%
-7.7%
Q2 2020$1,827,000
+30.9%
9,484
+12.9%
0.01%
+8.3%
Q1 2020$1,396,000
-16.8%
8,403
-3.9%
0.01%
+9.1%
Q4 2019$1,677,000
+28.4%
8,745
+12.3%
0.01%
+22.2%
Q3 2019$1,306,000
+287.5%
7,786
+302.4%
0.01%
+350.0%
Q2 2019$337,000
-11.1%
1,935
-11.9%
0.00%
-33.3%
Q1 2019$379,000
-23.1%
2,196
-28.4%
0.00%
-25.0%
Q4 2018$493,000
-14.9%
3,069
-4.4%
0.00%0.0%
Q3 2018$579,000
+11.8%
3,209
-1.4%
0.00%0.0%
Q2 2018$518,000
-11.1%
3,254
-14.3%
0.00%0.0%
Q1 2018$583,000
-6.9%
3,795
-5.8%
0.00%
-20.0%
Q4 2017$626,000
-24.8%
4,030
-26.3%
0.01%
-28.6%
Q3 2017$833,000
-10.0%
5,468
-13.0%
0.01%
-12.5%
Q2 2017$926,000
-15.3%
6,284
-20.8%
0.01%
-20.0%
Q1 2017$1,093,000
+0.1%
7,930
-7.9%
0.01%
-9.1%
Q4 2016$1,092,000
-23.4%
8,611
-19.7%
0.01%
-21.4%
Q3 2016$1,426,000
+304.0%
10,729
+294.7%
0.01%
+250.0%
Q2 2016$353,000
+4.4%
2,718
-0.8%
0.00%0.0%
Q1 2016$338,000
-7.7%
2,740
-0.5%
0.00%0.0%
Q4 2015$366,000
-4.7%
2,754
-12.1%
0.00%
-20.0%
Q3 2015$384,000
+7.0%
3,133
+22.3%
0.01%
+25.0%
Q2 2015$359,000
-30.2%
2,562
-46.7%
0.00%
-63.6%
Q1 2014$514,000
-15.7%
4,805
-20.4%
0.01%
-47.6%
Q4 2013$610,000
-8.4%
6,033
-15.7%
0.02%0.0%
Q3 2013$666,000
+7.8%
7,1540.0%0.02%
+31.2%
Q2 2013$618,0007,1540.02%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 239,817$59,48715.52%
PGIM Custom Harvest LLC 931,839$231,142,63410.45%
CORA CAPITAL ADVISORS LLC 57,074$14,157,1449.74%
Allied Investment Advisors, LLC 114,771$28,468,9478.90%
BCM ADVISORS, LLC 111,216$27,196,7617.52%
PARAGON FINANCIAL PARTNERS, INC. 27,292$6,769,8657.49%
Essex Private Wealth Management, LLC 7,976$1,978,5017.42%
ARMSTRONG ADVISORY GROUP, INC 225,914$56,037,9257.38%
Pariax, LLC 21,255$5,272,3036.54%
ASSET PLANNING CORPORATION 30,860$7,654,7656.37%
View complete list of VANGUARD WORLD FDS shareholders