CAPTRUST FINANCIAL ADVISORS - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VOX and the CUSIP is 92204A884. A total of 271 filers reported holding VANGUARD WORLD FDS in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$2,735,177
-6.2%
26,002
-5.2%
0.01%
-9.1%
Q2 2023$2,917,071
-25.4%
27,439
-32.2%
0.01%
-35.3%
Q1 2023$3,910,717
-55.7%
40,454
-62.3%
0.02%
-61.4%
Q4 2022$8,828,682
-10.2%
107,340
-10.1%
0.04%
-22.8%
Q3 2022$9,834,000
-61.5%
119,382
-56.0%
0.06%
-65.5%
Q2 2022$25,514,000
+1320.6%
271,344
+1713.3%
0.16%
+1275.0%
Q1 2022$1,796,000
-70.8%
14,964
-67.0%
0.01%
-71.4%
Q4 2021$6,151,000
+183.2%
45,376
+194.9%
0.04%
+133.3%
Q3 2021$2,172,000
-1.9%
15,3890.0%0.02%
-14.3%
Q2 2021$2,213,000
+9.2%
15,389
-1.3%
0.02%
-4.5%
Q1 2021$2,026,000
+40.6%
15,587
+30.0%
0.02%
+15.8%
Q4 2020$1,441,000
+24.3%
11,991
+7.1%
0.02%0.0%
Q3 2020$1,159,000
+2.9%
11,195
-5.5%
0.02%0.0%
Q2 2020$1,126,000
+23.9%
11,847
-4.8%
0.02%
-5.0%
Q1 2020$909,000
-24.2%
12,440
-1.5%
0.02%
+5.3%
Q4 2019$1,200,000
+29900.0%
12,624
+29957.1%
0.02%
Q3 2019$4,0000.0%420.0%0.00%
Q2 2019$4,0000.0%420.0%0.00%
Q1 2019$4,000
-69.2%
42
-75.6%
0.00%
-100.0%
Q4 2018$13,000
+116.7%
172
+135.6%
0.00%
Q3 2018$6,0000.0%730.0%0.00%
Q2 2018$6,0000.0%73
-3.9%
0.00%
Q1 2018$6,000
-14.3%
760.0%0.00%
Q4 2017$7,000
-50.0%
76
-48.3%
0.00%
-100.0%
Q3 2017$14,000147
+7250.0%
0.00%
Q2 2017$020.0%0.00%
Q1 2016$020.00%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Beacon Capital Management, Inc. 1,501,933$180,532,0007.86%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 61,708$7,417,0007.19%
Tatro Capital, LLC 43,578$5,238,0004.88%
Evensky & Katz LLC 259,973$31,249,0003.86%
Curran Financial Partners, LLC 35,464$4,263,0003.65%
Tranquilli Financial Advisor LLC 32,481$3,904,0003.54%
Centered Wealth LLC dba Miller Equity Capital Advisors 17,220$2,070,0002.76%
Kinloch Capital, LLC 27,143$3,263,0002.76%
Full Sail Capital, LLC 196,712$24,642,0002.67%
Axiom Financial Strategies, LLC 41,362$4,214,0002.53%
View complete list of VANGUARD WORLD FDS shareholders