UNITED CAPITAL FINANCIAL ADVISORS, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 330 filers reported holding VANGUARD WORLD FDS in Q3 2021. The put-call ratio across all filers is 0.57 and the average weighting 0.3%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q4 2022$277,959
-2.8%
3,379
-2.8%
0.00%0.0%
Q3 2022$286,000
-5.6%
3,476
+7.9%
0.00%0.0%
Q2 2022$303,000
-20.1%
3,221
+1.9%
0.00%0.0%
Q1 2022$379,000
-11.7%
3,161
-0.2%
0.00%0.0%
Q4 2021$429,000
-1.2%
3,168
+2.7%
0.00%0.0%
Q3 2021$434,000
+12.7%
3,084
+15.2%
0.00%0.0%
Q2 2021$385,000
+36.0%
2,678
+23.1%
0.00%0.0%
Q1 2021$283,000
+1.8%
2,176
-5.9%
0.00%0.0%
Q4 2020$278,000
+11.6%
2,312
-5.4%
0.00%0.0%
Q3 2020$249,000
+9.7%
2,445
+0.0%
0.00%0.0%
Q2 2020$227,000
+3.7%
2,444
-15.1%
0.00%0.0%
Q1 2020$219,000
-22.9%
2,878
-4.8%
0.00%0.0%
Q4 2019$284,000
+3.3%
3,023
-4.6%
0.00%0.0%
Q3 2019$275,000
+0.7%
3,170
-3.0%
0.00%0.0%
Q1 2019$273,000
+4.6%
3,269
-7.2%
0.00%0.0%
Q4 2018$261,000
-74.6%
3,524
-70.1%
0.00%
-71.4%
Q3 2018$1,027,000
+189.3%
11,800
+182.2%
0.01%
+133.3%
Q2 2018$355,000
-99.0%
4,181
-99.0%
0.00%
-98.9%
Q1 2018$34,256,000
-8.6%
409,419
-0.4%
0.26%
-11.8%
Q4 2017$37,476,000
+9176.2%
411,149
+9297.7%
0.30%
+9766.7%
Q3 2017$404,000
+12.8%
4,375
+12.3%
0.00%0.0%
Q2 2017$358,000
-99.1%
3,895
-99.1%
0.00%
-99.2%
Q1 2017$41,340,000
+110.7%
435,757
+122.4%
0.38%
+101.6%
Q4 2016$19,620,000
+880.5%
195,904
+824.2%
0.19%
+905.3%
Q3 2016$2,001,000
-93.6%
21,197
-93.7%
0.02%
-94.5%
Q1 2016$31,191,000
+2694.9%
336,399
+2521.8%
0.34%
+2546.2%
Q2 2015$1,116,000
-23.0%
12,831
-20.6%
0.01%
-27.8%
Q1 2015$1,449,000
-56.3%
16,162
-58.7%
0.02%
-28.0%
Q4 2014$3,318,000
+66.1%
39,166
+71.2%
0.02%
-28.6%
Q3 2014$1,997,000
-12.4%
22,875
-11.8%
0.04%
-16.7%
Q2 2014$2,280,000
-12.2%
25,926
-15.0%
0.04%
-23.6%
Q1 2014$2,597,000
-8.6%
30,510
-10.2%
0.06%
-43.3%
Q4 2013$2,842,000
-18.2%
33,972
-21.1%
0.10%
-12.6%
Q3 2013$3,476,000
-20.6%
43,036
-22.4%
0.11%
-4.3%
Q2 2013$4,378,00055,4810.12%
Other shareholders
VANGUARD WORLD FDS shareholders Q3 2021
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,919,271$201,888,1017.48%
PGIM Custom Harvest LLC 1,401,694$147,444,2085.44%
STAPP WEALTH MANAGEMENT, PLLC 20,480$2,154,2914.15%
Tranquilli Financial Advisor LLC 50,691$5,332,1863.85%
CPR Investments Inc. 30,903$3,250,6873.49%
Crown Wealth Group, LLC 39,805$4,187,0353.15%
ARMSTRONG ADVISORY GROUP, INC 246,936$25,975,2362.84%
ALTFEST L J & CO INC 163,214$17,1682.71%
Sharper & Granite LLC 41,605$4,376,4752.54%
Axiom Financial Strategies, LLC 33,097$3,481,4692.34%
View complete list of VANGUARD WORLD FDS shareholders