UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VPU and the CUSIP is 92204A876. A total of 456 filers reported holding VANGUARD WORLD FDS in Q2 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,980,581
-35.3%
15,529
-27.8%
0.01%
-23.5%
Q2 2023$3,059,818
-21.9%
21,522
-19.0%
0.02%
-22.7%
Q1 2023$3,919,823
-17.9%
26,571
-14.7%
0.02%
-18.5%
Q4 2022$4,775,313
+5.6%
31,138
-2.0%
0.03%0.0%
Q3 2022$4,520,000
-3.0%
31,776
+3.9%
0.03%
+3.8%
Q2 2022$4,659,000
-4.9%
30,582
+1.0%
0.03%
+8.3%
Q1 2022$4,899,000
+113.1%
30,273
+105.9%
0.02%
+118.2%
Q4 2021$2,299,000
+21.3%
14,701
+7.9%
0.01%
+22.2%
Q3 2021$1,896,000
-0.7%
13,625
-1.0%
0.01%
-10.0%
Q2 2021$1,910,000
-6.7%
13,766
-5.5%
0.01%
-9.1%
Q1 2021$2,048,000
+16.9%
14,574
+14.2%
0.01%0.0%
Q4 2020$1,752,000
+3.5%
12,765
-2.6%
0.01%0.0%
Q3 2020$1,692,000
+12.5%
13,104
+7.8%
0.01%0.0%
Q2 2020$1,504,000
-12.8%
12,158
-14.0%
0.01%
-21.4%
Q1 2020$1,724,000
-13.8%
14,140
+1.0%
0.01%
+7.7%
Q4 2019$2,000,000
+4.4%
13,997
+5.0%
0.01%0.0%
Q3 2019$1,915,000
+371.7%
13,329
+336.9%
0.01%
+333.3%
Q2 2019$406,000
-7.5%
3,051
-9.9%
0.00%0.0%
Q1 2019$439,000
+13.4%
3,385
+3.0%
0.00%0.0%
Q4 2018$387,000
-4.9%
3,285
-5.0%
0.00%0.0%
Q3 2018$407,000
+1.2%
3,457
-0.2%
0.00%0.0%
Q2 2018$402,000
+26.8%
3,463
+22.2%
0.00%
+50.0%
Q1 2018$317,000
-0.9%
2,834
+3.1%
0.00%
-33.3%
Q4 2017$320,000
-10.4%
2,748
-10.1%
0.00%0.0%
Q3 2017$357,000
-24.0%
3,058
-25.6%
0.00%
-25.0%
Q2 2017$470,000
-62.7%
4,110
-63.2%
0.00%
-66.7%
Q1 2017$1,259,000
+5.4%
11,179
+0.2%
0.01%0.0%
Q4 2016$1,194,000
-6.7%
11,161
-6.7%
0.01%0.0%
Q3 2016$1,280,000
-12.4%
11,966
-5.9%
0.01%
-20.0%
Q2 2016$1,462,000
-1.1%
12,713
-7.6%
0.02%
-6.2%
Q1 2016$1,479,000
+314.3%
13,756
+261.6%
0.02%
+300.0%
Q4 2015$357,000
-7.0%
3,804
-7.8%
0.00%
-20.0%
Q3 2015$384,000
+9.7%
4,126
+6.1%
0.01%
+25.0%
Q2 2015$350,000
+65.1%
3,890
+76.8%
0.00%
+33.3%
Q1 2015$212,000
-52.9%
2,200
-50.0%
0.00%0.0%
Q4 2014$450,000
+123.9%
4,400
+100.0%
0.00%0.0%
Q3 2014$201,000
-34.5%
2,200
-41.1%
0.00%
-62.5%
Q2 2013$307,0003,7380.01%
Other shareholders
VANGUARD WORLD FDS shareholders Q2 2022
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 178,975$17,191,0008.71%
American Investment Services, Inc. 45,577$4,240,0002.36%
DOWLING & YAHNKE LLC 111,686$10,389,0001.42%
FACTORY MUTUAL INSURANCE CO 809,400$75,290,0001.03%
FUKOKU MUTUAL LIFE INSURANCE Co 55,000$5,116,0000.96%
WBH ADVISORY INC 24,626$2,290,0000.95%
ARGI Investment Services, LLC 86,420$8,039,0000.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 17,430$1,621,0000.88%
CYPRESS CAPITAL MANAGEMENT LLC 24,575$2,286,0000.72%
Northstar Group, Inc. 6,950$648,0000.53%
View complete list of VANGUARD WORLD FDS shareholders