UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 345 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$230,043
+2.7%
1,260
+9.5%
0.00%0.0%
Q1 2022$224,000
-3.9%
1,151
+0.1%
0.00%0.0%
Q4 2021$233,000
+13.1%
1,150
+4.6%
0.00%0.0%
Q3 2021$206,000
-4.6%
1,0990.0%0.00%0.0%
Q2 2021$216,000
+2.9%
1,099
-0.9%
0.00%0.0%
Q1 2021$210,000
-0.9%
1,109
-11.0%
0.00%0.0%
Q4 2020$212,000
-22.3%
1,246
-29.7%
0.00%
-50.0%
Q4 2019$273,000
+17.2%
1,773
+10.7%
0.00%0.0%
Q2 2019$233,000
-4.9%
1,601
-9.3%
0.00%0.0%
Q1 2019$245,000
+21.3%
1,765
+4.3%
0.00%0.0%
Q4 2018$202,000
-24.1%
1,693
-6.0%
0.00%0.0%
Q3 2018$266,000
+8.1%
1,802
-0.5%
0.00%0.0%
Q2 2018$246,000
-15.8%
1,811
-13.7%
0.00%0.0%
Q1 2018$292,000
-11.2%
2,098
-9.1%
0.00%
-33.3%
Q4 2017$329,000
+23.2%
2,309
+15.9%
0.00%
+50.0%
Q3 2017$267,000
-18.8%
1,992
-22.2%
0.00%
-33.3%
Q2 2017$329,000
-21.7%
2,560
-24.6%
0.00%
-25.0%
Q1 2017$420,000
-4.5%
3,397
-7.9%
0.00%0.0%
Q4 2016$440,000
+3.0%
3,687
-4.3%
0.00%0.0%
Q3 2016$427,0003,8530.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
Spruce Investment Advisors LLC 58,317$5,892,0004.36%
FUKOKU MUTUAL LIFE INSURANCE Co 106,900$10,800,0001.83%
Archford Capital Strategies, LLC 34,857$3,522,0001.60%
RAND WEALTH, LLC 89,444$9,036,0001.28%
CHATHAM CAPITAL GROUP, INC. 24,596$2,485,0000.80%
DUBUQUE BANK & TRUST CO 35,713$3,608,0000.76%
TRAIN BABCOCK ADVISORS LLC 19,350$1,955,0000.75%
Madden Advisory Services, Inc. 10,724$1,083,0000.71%
Hefty Wealth Partners 7,129$720,0000.69%
ASPIRIANT HOLDINGS S3, LLC 9,393$949,0000.41%
View complete list of VANGUARD WORLD FDS shareholders