CAPTRUST FINANCIAL ADVISORS - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VIS and the CUSIP is 92204A603. A total of 382 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 2.84 and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$1,580,580
-4.2%
8,106
+1.0%
0.01%
-14.3%
Q2 2023$1,650,084
+43.9%
8,028
+33.4%
0.01%
+40.0%
Q1 2023$1,146,801
-52.7%
6,020
-54.6%
0.01%
-58.3%
Q4 2022$2,422,275
+165.3%
13,263
+128.9%
0.01%
+140.0%
Q3 2022$913,000
-66.4%
5,793
-65.2%
0.01%
-72.2%
Q2 2022$2,721,000
+1227.3%
16,657
+1481.9%
0.02%
+1700.0%
Q1 2022$205,000
-94.9%
1,053
-94.7%
0.00%
-96.4%
Q4 2021$4,017,000
+639.8%
19,794
+587.5%
0.03%
+460.0%
Q3 2021$543,000
+8.0%
2,879
+12.5%
0.01%0.0%
Q2 2021$503,000
+3.7%
2,559
-0.2%
0.01%0.0%
Q1 2021$485,000
+19.5%
2,563
+7.3%
0.01%0.0%
Q4 2020$406,000
+696.1%
2,388
+580.3%
0.01%
+400.0%
Q3 2020$51,000
-80.8%
351
-83.0%
0.00%
-75.0%
Q2 2020$266,000
+22.6%
2,0640.0%0.00%
-20.0%
Q1 2020$217,000
-64.1%
2,064
-46.6%
0.01%
-50.0%
Q4 2019$605,000
+60.5%
3,867
+50.5%
0.01%
-23.1%
Q3 2019$377,0000.0%2,570
-0.6%
0.01%
-7.1%
Q2 2019$377,000
-0.5%
2,585
-4.6%
0.01%
-6.7%
Q1 2019$379,000
+235.4%
2,710
+189.5%
0.02%
+150.0%
Q4 2018$113,000
+182.5%
936
+246.7%
0.01%
+200.0%
Q3 2018$40,000
+8.1%
270
+0.7%
0.00%0.0%
Q2 2018$37,0000.0%2680.0%0.00%0.0%
Q1 2018$37,000
-2.6%
2680.0%0.00%0.0%
Q4 2017$38,000
-17.4%
268
-19.5%
0.00%0.0%
Q3 2017$46,000
+1433.3%
333
+1565.0%
0.00%
Q2 2017$3,000
+50.0%
200.0%0.00%
Q1 2016$2,000200.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
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